Client Service Coordinator Branch Professional
About Ashley
I’m Ashley, your Service Assistant at Edgewater Family Wealth, dedicated to the administrative tasks necessary for achieving our client’s goals.
Born and raised in Puerto Rico, I am also fluent in Spanish to better assist
our Spanish-speaking clients.
Since 2020, I’ve been the “go-to” person for everything from onboarding,
scheduling, account paperwork, client event coordination, and
everything in between. I take great pride in ensuring smooth
communication and providing reliable support. I’m passionate about delivering excellent client service and contributing to the success of our team.
Contact Ashley
(407) 648-1881