Ashley Aguayo
Private Wealth Associate at Crest Capital Advisors- Claim this Profile
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Bio
Credentials
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Series 66 - Uniform Agent and Investment Advisor
FINRAJan, 2020- Sep, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Texas Department of InsuranceJun, 2019- Sep, 2024 -
Series 7 - General Securities Representative
FINRAMay, 2019- Sep, 2024
Experience
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Crest Capital Advisors
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India
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Business Consulting and Services
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1 - 100 Employee
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Private Wealth Associate
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Nov 2020 - Present
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Strategic Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Feb 2019 - Nov 2020
-Produce in-depth financial plans through eMoney - Specialize in case design of tax advantage retirement income flows through use of qualified, non-qualified and LIRP life insurance -Attend client meetings to gather information, asses financial needs and goals, and present the technical side of various investment strategies -Serve as a client contact for day-to-day investment questions -Produce in-depth financial plans through eMoney - Specialize in case design of tax advantage retirement income flows through use of qualified, non-qualified and LIRP life insurance -Attend client meetings to gather information, asses financial needs and goals, and present the technical side of various investment strategies -Serve as a client contact for day-to-day investment questions
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Commercial Insurance Producer
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Aug 2017 - Jan 2019
-Generated a minimum of $150,000 in new business each month -Developed contact program that increased annual customer retention by over 15% -Reviewed tenant contracts and safety manuals to ensure legal compliance -Trained all new hires in Commercial and Health Insurance -Generated a minimum of $150,000 in new business each month -Developed contact program that increased annual customer retention by over 15% -Reviewed tenant contracts and safety manuals to ensure legal compliance -Trained all new hires in Commercial and Health Insurance
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Education
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Southwest University at El Paso
Bachelor of Business Administration - BBA, Finance
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