Haivyl Lopez, AWMA®, CRPC® in

Haivyl Lopez, AWMA®, CRPC®

Examiner · DISC type cs
Wealth Business Advisor, Senior Vice President at Truist Wealth
📍 Miami, Florida, 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.

Login to view overviewLogin to view overview
Experience
23 Years
Current Role
Wealth Business Advisor, Senior Vice President
Job Level
Leadership
Location
Miami, Florida, United States
Personality Overview

How Haivyl shows up

Process Oriented
Overcautious
Tough To Convince

Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Haivyl cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

4-2024
Wealth Business Advisor, Senior Vice President
Truist Wealth
2-2021 - 4-2024
Private Wealth Advisor Vice President
Truist Wealth
2-2014 - 2-2021
Private Wealth Advisor Vice President
BB&T
6-2012 - 2-2014
Market Leader Vice President
BB&T
5-2010 - 6-2012
Market Leader Vice President
BankAtlantic
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Bachelor of Applied Science - BASc
Miami Dade College
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning
Accredited Wealth Management Advisor (AWMA)
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Haivyl. Free, 10 seconds.