Michael Stern

Doer
DISC Type : sd

Managing Principal - Senior Financial Advisor at Wells Fargo Advisors Financial Network

Melville, New York, United States

Overview

Michael Stern is a Managing Principal and Senior Financial Advisor at Wells Fargo Advisors with over three decades of experience. Recognized on the 2023 Platinum Council, he specializes in creating customized wealth management strategies with a personalized, family-office approach. He holds an Executive Education Certification from The Wharton School.

Deeply committed to his community, Michael is the past President of the Long Island Elite, an organization dedicated to mentoring young professionals. He also serves on the advisory board for the Long Island Alzheimers Foundation. A New York native, he enjoys traveling and spending time with his wife and two daughters.

He has been honored by the American Cancer Society for his philanthropic support.

Personality Overview

Fast-paced

Risk-Accepting

Deliberate Doer

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Wealth Management
His practice is built on providing a personalized, family-office touch to help clients preserve their wealth and build for the future.
Community Philanthropy
Demonstrates a strong commitment through leadership roles at Long Island Elite and the Long Island Alzheimer's Foundation, supporting multiple local charities.
Mentoring Professionals
As past President of Long Island Elite, he is passionate about fostering the development, growth, and leadership capabilities of young business professionals.

Media Appearances

Michael has no verified media appearances

Work History

10-2009
Managing Principal - Senior Financial Advisor at Wells Fargo Advisors Financial Network
1-2018
President at Long Island Elite
10-2017
Co Chair, Business Advisory Committee at The Long Island Alzheimers Foundation : LIAF
2000 - 10-2009
Senior Financial Advisor at Bank Of Americia
1992 - 2000
Financial Advisor at Weatherly Securities

Education

2005
Wharton Executive Education Program from The Wharton School

More Information

Social Presence :

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Exp : 33 Location : Melville, New York, United States Job Level : Senior Designation : Managing Principal - Senior Financial Advisor at Wells Fargo Advisors Financial Network
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Michael

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Michael take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Michael

Personality Compatibility


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