Lyndon Davis, WMS®, CRPC®

Questioner
DISC Type : c

President and CEO at Nayhife Wealth Management

Detroit Metropolitan Area, United States

Overview

Lyndon Davis is the President and CEO of Nayhife Wealth Management, with over 15 years of experience in the financial industry. Leveraging his unique background with degrees in engineering and computer science, he specializes in providing wealth management and tax-efficient planning for doctors and engineers. He holds CRPC® and WMS® designations.

Originally from Trinidad, West Indies, Lyndon now lives in Michigan with his wife and two sons. He is a published author and is actively involved in his community, volunteering with his local church and other organizations in the Farmington Hills area. He is dedicated to helping people achieve their goals.

Unique fact: Lyndon authored a book on personal finance titled "Air Supply: How to Financially Breathe Easier".

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Wealth Management for STEM
With a background as an engineer for GM and IBM, he specializes in providing analytics-driven financial planning for doctors and engineers.
Financial Literacy
Authored a book and appears on podcasts to help educate the public on managing debt, saving, and achieving financial goals.
Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC®), he focuses on developing tailored strategies to help clients achieve their long-term financial goals.

Media Appearances

Lyndon has no verified media appearances

Work History

5-2025
President and CEO at Nayhife Wealth Management
6-2017 - 5-2025
Senior Vice President, Investments; Financial Advisor at Raymond James
9-2006 - 6-2017
Vice President, Financial Advisor at Merrill Lynch
Senior Project Engineer at General Motors
2-1989 - 6-1994
Engineer at IBM

Education

BS from New York University - Polytechnic School of Engineering
Masters from University of Michigan-Dearborn

More Information

Social Presence :

Prographics :

Exp : 24 Location : Detroit Metropolitan Area, United States Job Level : Leadership Designation : President and CEO at Nayhife Wealth Management
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Insights For Selling To Lyndon

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lyndon is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Lyndon

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lyndon move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Lyndon take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Lyndon

Personality Compatibility


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