Michaella Irvine, CFP® in

Michaella Irvine, CFP®

Planner · DISC type Sc
First Vice President at Morgan Stanley
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
8 Years
Current Role
First Vice President
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Michaella shows up

Overcautious
Slower Adopter
Inflexible

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Michaella cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
First Vice President
Morgan Stanley
1-2024
Associate Vice President
Morgan Stanley
11-2020 - 1-2024
Financial Advisor
Morgan Stanley
6-2017 - 11-2020
Financial Advisor
Merrill Lynch Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor's Degree
Bucknell University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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