Michelle Lauder, CFP® in

Michelle Lauder, CFP®

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Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory
📍 Manchester, New Hampshire, 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
24 Years
Current Role
Partner, Vice President and Wealth and Portfolio Specialist
Job Level
Senior
Location
Manchester, New Hampshire, United States
Personality Overview

How Michelle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michelle cares about

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

Work history

5-2018
Partner, Vice President and Wealth and Portfolio Specialist
Steward Partners Global Advisory
9-2014 - 5-2018
Senior Registered Client Associate
Wells Fargo Advisors
4-2014 - 9-2014
Assistant Vice President, Financial Solutions Advisor
Merrill Edge
7-2006 - 3-2014
Financial Advisor
Wells Fargo Advisors
4-2001 - 7-2006
Registered Sales Assistant
Bear Stearns
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Science (B.S.)
Southern New Hampshire University
1991 - 1995
Education details unavailable
Rockland District High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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