Alexa Tilton
Ridge
Summary
With years of experience serving affluent clients, I am committed to delivering personalized and results-driven financial guidance to help my clients not only preserve, but grow their wealth. My ability to build lasting relationships with the individuals and families I serve by providing exceptional customer service and strategic guidance, has resulted in my success within the financial services industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Health Insurance Broker
Self Employed
11.2024 - Current
- Provide expert guidance on coverage options, educating clients on industry standards
- Educate clients on various insurance products, enabling informed decisions regarding their coverage options
- Achieve high customer retention rates by maintaining open communication channels and addressing concerns promptly
Financial Solutions Advisor
Merrill Lynch
03.2024 - 11.2024
- Advised clients on investment opportunities, risk management, and tax-efficient strategies
- Acquired wallet share through value presentation of the organizations platform
- Implemented financial plans to help achieve long term financial goals
- Stayed up to date on market trends and regulatory changes to provide informed guidance
Wealth Relationship Manager
Citibank
09.2021 - 03.2024
- Grew assets under management through referrals, new business opportunities, and proactive outreach
- Developed strategic plans for client relationships by partnering with senior advisors and anticipating client needs
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
JP Morgan Chase
01.2021 - 09.2021
- Advised clients on bank products, services, and opportunities to maximize their relationship with the firm
- Collaborated with branch partners including mortgage specialists and financial advisors to assist clients with specialized needs
Skills
- Commission-based sales
- Client relations expert
- Prospecting skills
- Client retention
Certification
- Series 6
- Series 7
- Series 66
- Life/health
Timeline
Health Insurance Broker
Self Employed
11.2024 - Current
Financial Solutions Advisor
Merrill Lynch
03.2024 - 11.2024
Wealth Relationship Manager
Citibank
09.2021 - 03.2024
JP Morgan Chase
01.2021 - 09.2021