Monica Vazquez, MSF, CWS®

Critic
DISC Type : C

VP - Branch Manager: Helping clients own their tomorrow at Charles Schwab

Miami-Fort Lauderdale Area, United States

Overview

Monica Vazquez is a VP and Branch Manager at Charles Schwab, overseeing the Miami, Coral Gables, and Aventura locations. With over 15 years of experience, she leverages her Master of Science in Finance from Florida International University and Certified Wealth Strategist® designation to lead her team in providing comprehensive financial advice.

She is passionate about connecting personal well-being with financial health, as shown by her support for American Heart Month. Monica values community and is committed to fostering empathy and shared purpose, drawing inspiration from leaders like Dr. Martin Luther King Jr. and attending local charitable events.

Unique fact: Monica is part of the Charles Schwab Advanced LEAD 2025 program.

Personality Overview

Negotiator

Information Seeker

Precise

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Wealth Management
Her primary professional focus involves assisting clients with investment strategies, portfolio analysis, and long-term financial planning to help them achieve their goals.
Team Leadership
Manages teams across three branches and publicly celebrates their shared successes, emphasizing the importance of investing time in her people and their mission.
Financial Planning
Specializes in creating personalized and actionable financial plans for clients, covering areas such as college savings and wealth management strategies.

Media Appearances

Learning the value of money as a Cuban immigrant. Featured in Charles Schwab – About Schwab

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Monica Vazquez | Financial Consultant in FL. Featured in Charles Schwab

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Work History

2-2022
VP - Branch Manager: Helping clients own their tomorrow at Charles Schwab
11-2019 - 2-2022
VP- Assistant Branch Manager at Charles Schwab
1-2018 - 11-2019
Branch Manager at TD Ameritrade
4-2016 - 2-2018
Branch Manager at Scottrade
11-2015 - 3-2016
Chase Private Client Banker at JPMorgan Chase & Co.

Education

2014 - 2015
Master of Science in Finance from Florida International University
2010 - 2012
Bachelor of Business Administration (B.B.A.) from Florida International University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Miami-Fort Lauderdale Area, United States Job Level : Senior Designation : VP - Branch Manager: Helping clients own their tomorrow at Charles Schwab
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Insights For Selling To Monica

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monica is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Monica

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Monica move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Monica take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Monica

Personality Compatibility


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