I am a Senior Vice President and a Private Wealth Advisor with U.S Bank. Over the course of my career in the financial sector spanning 25 years, I have held numerous Leadership and Relationship Management positions. This has allowed me the opportunity to develop an in-depth knowledge of a broad range of Banking and Wealth Management Solutions, including investments, risk management, lending, financial and estate planning, mergers and acquisitions and business transition. Working in tandem with other members of U.S Bank Private Wealth Management, I use personalized financial planning and advice to help address the current and long-term needs of high net-worth clients and their families.
While my role may differ from client to client, my obligation is the same: to focus on the client’s best interest, seek to deliver superior customer service, and strive to exceed their expectations.
Haivyl Lopez CEPA®️, CRPC®️ AWMA®️
Senior Vice President | Private Wealth Advisor
U.S. Bank Private Wealth Management
NMLS# 978399
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