Patrick McCarthy

Captain
DISC Type : SD

Senior Vice President - Financial Advisor at Morgan Stanley

Greater Chicago Area, United States

Overview

Patrick McCarthy is a Senior Vice President and Financial Advisor at Morgan Stanley. He has progressed through multiple roles within the firm, building his entire career there since his time as a Client Service Associate. Patrick holds a Bachelor of Arts from Miami University.

He has demonstrated significant loyalty and growth by spending his entire professional career at Morgan Stanley.

Personality Overview

Consummate Professional

Decisive But Calm

Output-Driven

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

Market Analysis
Regularly shares commentary on stock market performance, inflation expectations, and specific indices like the S&P 500 to keep his clients informed.
Tech Investments
He follows the role of megacap tech firms and emerging trends like Generative AI in the private funding landscape.
Geopolitical Impacts
He is interested in how domestic and international policy issues, such as elections, can impact investors and financial markets.

Media Appearances

Patrick McCarthy – Morgan Stanley Wealth Management Profile. Featured in Forbes

See Now

Work History

1-2025
Senior Vice President - Financial Advisor at Morgan Stanley
3-2016
Financial Advisor at Morgan Stanley
3-2012 - 3-2016
Registered Associate at Morgan Stanley Smith Barney
9-2011 - 3-2012
Client Service Associate at Morgan Stanley Smith Barney

Education

2007 - 2011
B.A. from Miami University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Senior Vice President - Financial Advisor at Morgan Stanley
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick 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 Patrick

  • 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 Patrick move?

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

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

You And Patrick

Personality Compatibility


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