Haivyl Lopez

Haivyl Lopez, AWMA®, CRPC®
Vice President Wealth Advisor Truist Bank

777 Brickell Ave

9th Floor,

Miami, FL 33131-2803

About me

Background

Haivyl Lopez is a Vice President and Wealth Advisor with Truist Bank. Over the course of her career in the financial sector spanning 20 years, she has held numerous Leadership and Relationship Management positions. This has allowed her the opportunity to develop an in-depth knowledge of a broad range of Banking and Wealth Management Solutions, including investments, risk management, lending and financial and estate planning. Working in tandem with other members of Truist Wealth, Haivyl uses personalized financial planning and advice to help address the current and long-term needs of Truist’s wealthiest clients and their families.

While her role may differ from client to client, her obligation is the same: to focus on the client's best interest, deliver superior customer service, and strive to exceed their expectations.

Haivyl has earned the Series 7 and 66 securities registrations, as well as life insurance and variable annuities licenses.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Biology
Universidad Pedagogica Juan Marinello 2000
Associate of Business Administration
Miami Dade College 2006

Personal Interests

Haivyl has been involved with numerous community organizations over the course of her career such as United Way, His House Children’s Home, and has led Truist Bank Lighthouse Projects, a company-wide community service effort. She is also a member of the USA Fencing organization as an athlete, coach, and referee, while also currently training to qualify for future World Championships.

In her spare time, Haivyl enjoys traveling with her 2 sons, spending time with friends and family, continuing her education in finances, and learning new languages.  As a language enthusiast, she is currently fluent in English, Spanish, and Portuguese, and look forward to expanding.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Member of The Sterling Performance Group
BB&T now Truist 2018
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