Michael McLaughlin

Judge
DISC Type : Dc

Vice President at Lenox Advisors

New York, New York, United States

Overview

Michael McLaughlin is a Vice President at Lenox Advisors, where he works with high-net-worth individuals and corporate clients on wealth management, estate planning, and insurance strategies. A graduate of the University of Delaware with a degree in finance, he holds Securities Industry Essentials (SIE) and Series 66 certifications.

Michael demonstrates a strong commitment to philanthropy, particularly in support of veterans and first responders. He is a vocal advocate for the Tunnel to Towers Foundation, actively encouraging participation in their fundraising events and promoting their mission across his professional network.

He has been recognized by Forbes as one of the Top Financial Security Professionals Best-In-NYC for 2025.

Personality Overview

Generally Skeptic

Demanding

Objective Thinker

They like to act fast and expect others to do the same.  They respond well to strong and respectful communication. They are very proud of what they do.

Topics They Care About

Financial Security
His career focus is providing wealth management solutions, underscored by his recognition as a Forbes Top Financial Security Professional.
Supporting Veterans
He is a passionate supporter of the Tunnel to Towers Foundation, an organization that provides mortgage-free homes to families of fallen first responders and veterans.
Executive Benefits
He works with corporate clients to structure in-depth employee benefits strategies and executive carve-out programs.

Media Appearances

Michael has no verified media appearances

Work History

2-2025
Vice President at Lenox Advisors
Relationship Manager at Lenox Advisors
12-2016 - 2-2018
Intern at Ameriprise Financial

Education

Bachelor of Science (BS) from University of Delaware
Advanced Regents Diploma from Lakeland High School

More Information

Social Presence :

Prographics :

Exp : 1 Location : New York, New York, United States Job Level : Senior Designation : Vice President at Lenox Advisors
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can take decisions very fast if you manage to convince them.
  • Can Michael take some risk or not?

  • The risks don’t matter much to them.

You And Michael

Personality Compatibility


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