Ashley Correa
South Florida
Summary
Client-focused professional with a proven track record in relationship management, service delivery, and strategic client engagement. Adept at driving customer satisfaction and retention through consultative communication, cross-functional collaboration, and a deep understanding of client needs. Known for building trust, maximizing service value, and creating lasting impact across diverse industries.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
Guerra Wealth Advisors
Miami, FL
07.2023 - 12.2024
- Generated over $450K in revenue by founding and managing the Estate Planning sub-department.
- Conducted client interviews to evaluate income, expenses, insurance coverage, tax status, financial goals, investment objectives, and risk tolerance, optimizing Financial Advisors' meetings for tailored recommendations.
- Leveraged client relationships to generate new business opportunities through strategic referrals.
- Facilitated clients' financial plans, ensuring continuity across annual premiums, TOAs, rollovers, RMDs, buy/sell agreements, contributions/distributions, tax strategies, beneficiary updates, withdrawals, and asset allocations.
- Met with clients to tailor processes and pricing based on their unique needs, providing clear answers to all inquiries.
- Coordinated the delivery of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
Personal Injury Paralegal
Law Offices Of Gonzalez And Associates
Coral Gables, FL
08.2019 - 06.2023
- Managed complex client caseloads and maintained high levels of client communication.
- Supported case development through in-depth document review and stakeholder coordination.
- Ensured clients remained informed and supported throughout the legal process
Marketing Project Manager & Business Development
Lets Roam App
Doral, Florida
12.2016 - 10.2019
- Led client-centric marketing initiatives and developed engagement strategies tailored to user needs.
- Built strategic partnerships and secured sponsorships, contributing to customer acquisition and retention.
- Oversaw app launch operations and updates, ensuring an optimal user experience
Skills
- Client Relationship Management
- Onboarding and Client Retention
- Service-Oriented
- Financial Plan Development
- Estate planning
- Tax Strategy
- Investment Analysis
- Salesforce CRM
- Redtail CRM
Certification
- Estate Planning Certificate through AICPA & CIMA
- Florida Health & Life (Including Annuities & Variable Contracts) 2-15 License
Languages
- Bilingual: English and Spanish
Timeline
Wealth Management Associate
Guerra Wealth Advisors
07.2023 - 12.2024
Personal Injury Paralegal
Law Offices Of Gonzalez And Associates
08.2019 - 06.2023
Marketing Project Manager & Business Development
Lets Roam App
12.2016 - 10.2019
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