Sara Dewitt

Sara Dewitt Email and Phone Number

Financial Representative at Ashford Advisors @ Ashford Advisors
Sara Dewitt's Location
Atlanta Metropolitan Area, United States
Sara Dewitt's Contact Details

Sara Dewitt work email

Sara Dewitt personal email

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About Sara Dewitt

I joined Ashford Advisors in 2020, after spending a few years as their client. When the COVID pandemic and global economic disaster hit, my husband Jonathan and I felt more prepared and confident in our family’s financial future than ever before -- thanks to the work of a financial professional who changed the trajectory of our family’s finances. I am now a passionate Financial Representative of Ashford Advisors, empowered by the knowledge I gained through my own experiences and dedicated to sharing that same sense of confidence with other individuals and families through a holistic financial approach.Prior to my career transition, I spent nearly a decade serving in marketing leadership roles for food, beverage and health companies. Working in marketing helped me become skilled in empathetic consumer listening, seeking to understand the motivation and goals of corporate clients while connecting them with amazing service and strategy. I use the same approach for my clients at Ashford Advisors, and strongly believe that developing a strategy shouldn’t be intimidating or overwhelming. With the help of my marketing background and keen ability to quickly translate technical jargon, I strive to make personal finance an accessible language for all.As part of the Ashford team, I help small business owners, individuals and families implement successful financial wellness programs to protect and develop all they have worked hard to build. Specifically, I work with clients to: - Create a personalized and comprehensive financial strategy, tailored to their goals to help define their ideal future. - Help identify risks they may be overlooking and put protection strategies in place. - Help them navigate through potential job loss, health challenges and/or economic conditions so they stay on track. - Review their strategies regularly due as their needs, life changes, or tax, estate, and economic conditions evolve./COMPLIANCE:2024-3529/

Sara Dewitt's Current Company Details
Ashford Advisors

Ashford Advisors

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Financial Representative at Ashford Advisors
Sara Dewitt Work Experience Details
  • Ashford Advisors
    Financial Representative
    Ashford Advisors Apr 2020 - Present
    Atlanta, Ga
    Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors, Inc. is not an affiliate or subsidiary of Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4181973. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
  • All Girls Can
    Owner
    All Girls Can May 2017 - Aug 2020
    Atlanta, Ga
    All Girls Can was an online clothing company producing shirts and onesies with empowering and inspiring messages for girls and women. Although our primary focus is encouraging strength and confidence in girls, we are excited to offer some fun unisex designs too! Completed a successful Kickstarter campaign for pre-orders in May 2017. We have transitioned to a non profit business in August of 2020. Please reach out with any donation opportunities for our shirts and onesies.
  • Parallel
    Director Of Marketing Operations
    Parallel Nov 2018 - Apr 2020
    Atlanta, Georgia
    • Responsible for developing, managing and optimizing the marketing processes of the business and supervising the market specific Marketing Operations team members. • Worked closely with the executive leadership team, the finance department, operations, and other departments as needed in relation to marketing activities and to develop and optimize processes and communication flows between the departments. • Responsible for ensuring that there was smooth execution of all marketing programs and played a leading role in marketing strategy formulation and the general improvement of the effectiveness of the entire marketing department in solving challenges.• Responsible for planning, processes, infrastructure, communication and performance optimization within the Marketing Department and between the Marketing department and all other departments.• Sourced, managed and continuously optimized marketing tools and technology solutions that facilitated process execution, project management and success tracking. • Responsible for training all team members on project management tools and developing training materials for these tools.• Led major cross-functional Marketing Campaigns for the business when needed. Served as the Project Owner and was responsible for all aspects of the Campaign including but not limited to, creative direction and supervising creative development, ordering and designing all merchandise and signage, working with the C-Suite to align the Marketing campaign with larger revenue and business goals, setting up effective ROI tracking for every aspect of the campaign, aligning with Production, Supply Chain, Accounting, Human Resources and Commercialization to project manage the campaign to successful completion.
  • Surterra Wellness
    Senior Retention Marketing Manager
    Surterra Wellness Nov 2018 - Jul 2019
    Atlanta, Ga
    • Responsible for managing cross-channel customer retention programs and campaigns that enabled greater retention rates and increased customer lifetime value (CLTV). • Drove the creation, development and implementation of customer retention programs for Parallel customers, with an eye on improving the customer experience, and a laser focus on increasing customer retention, purchase frequency, and lifetime value.• Developed, Launched and Managed Acquisition and Retention Programs such as the Customer Loyalty Program, Win Back Campaigns, E-Commerce Retention Promotions, New Customer Follow Up Campaigns, Seasonal Promotions and many more. • Led cross-functional implementations partnering with internal groups from Email, Brand, Marketing, Creative, Finance, Retail Marketing, IT and Ecommerce, as well as any external partners and vendors.• Created Internal Communications processes for all Marketing initiatives and developed internal training for the front line teams. • Created a bi weekly Feedback program designed to facilitate better communication between the front line teams and the administration. • Developed and implemented a new onboarding process to educate all new employees on our retail markets, B2B sales teams and customer care centers.
  • Various
    Independent Marketing Consultant
    Various Jul 2017 - Nov 2018
    Atlanta, Ga
    • Conducted Market Research and Competitive Analysis for an investor looking to start a new business in California. • Developed a Marketing Launch Plan, Brand Exploration, Social Media Marketing Plan and various other Marketing initiatives for the first year of a new business. • Supervised and developed a complete rebranding effort for an existing company in California including logo, packaging design, total website redesign, apparel, business name, social presence and product lineup.
  • Abita Brewing Co.
    Director Of Marketing
    Abita Brewing Co. Feb 2016 - Jul 2017
    Greater New Orleans Area
    As the leader of the Marketing department, I directly supervised two Marketing employees while developing and leading the execution of all marketing programs for the Abita brand.-Responsible for leading advertising, promotions, executing brand strategies across all areas of customer communications, including packaging, point-of-sales material, media advertising, brewery visits, digital media, promotions and public and media relations.-Responsible for managing product innovation and developing strategies to promote brand growth.-Managed all phases of marketing campaigns including research and development, execution, results tracking, vendor recruitment, management of creative agency and creative copy development. -Responsible for creation and execution of annual Advertising and Marketing budgets and Strategic Marketing Plans.-Responsible for developing integrated sales and marketing programs, working in coordination with the sales team during development, execution and evaluation of programs. -Responsible for creation new processes and realignment of roles and responsibilities in order to improve efficiency of the Marketing department and better align Sales and Marketing efforts for the overall brand.
  • Cc'S Coffee House
    Brand Manager
    Cc'S Coffee House Sep 2014 - Feb 2016
    Baton Rouge, Louisiana Area
    As a member of senior leadership team, I directed all Advertising and Consumer Promotions activities for 20 corporate and 13 Licensed Locations.Directly influenced the direction of the overall brand and concept during and after our transition away from Community Coffee Company ownership.Capable of managing complex projects involving multiple vendors and stake holders. Regularly managed all phases of annual seasonal campaigns including research and development, execution, results tracking, vendor recruitment, and creative copy development. Responsible for creation and execution of annual Advertising and Marketing budgets, Strategic Marketing Plans, Brand Compliance Manuals, and Advertising Toolkits for company owned and licensed locations. Supervised comprehensive rebranding of the entire CC’s Coffee House concept and separation from Community Coffee Company.I maintained and designed all aspects of company’s digital strategy and presence. Initiatives include creating comprehensive web presence to showcase multiple lines of business. I developed and managed a social media program that is organized, relevant to current promotions, and drives customer engagement. I managed Public Relations efforts for the company, including developing press releases and participating in requested interviews for television, print, web and radio.
  • Cc'S Coffee House
    Marketing Specialist
    Cc'S Coffee House May 2012 - Feb 2016
    Baton Rouge, La
    Executing the day to day Operations of the Marketing, Advertising and Public Relations efforts for our 23 corporate and 8 licensed CC's locations. My responsibilities include but are not limited to seasonal promotional campaigns, brand awareness in the marketplace, local store marketing efforts, operational marketing and signage needs, social media engagement, website and online marketing development, email marketing campaigns, loyalty program management, and strategic planning of our merchandise, packaged food, pastries and beverages.
  • Groupon
    Account Executive
    Groupon Nov 2011 - May 2012
    Baton Rouge, La
    As an Account Executive for Baton Rouge, I prospected, consulted with, and closed local businesses on compelling offers for our subscribers based on each business’s products & services. My duties included: Identify new and creative businesses & activities to be featured, expanding the range of offers for our subscribers. Present Groupon as a unique alternative for businesses to utilize as a way of acquiring new customers and increasing awareness of their business. Provide superior customer service to local businesses affiliated with Groupon so that they have successful features and want to work with Groupon in the future. Use various social media outlets to Increase awareness of Groupon in my local community and increase the subscriber list in Baton Rouge.
  • Press-Register
    Advertising And Multimedia Consultant
    Press-Register Sep 2009 - Nov 2011
    Mobile, Alabama Area
    Consistently exceeded 150% of Sales Quota, putting me at the top of my organization.Positioned myself among my largest clients as a “advertising consultant”, giving me full control of their advertising actions and organization on a regional levelManaged existing accounts and developed new accounts to meet revenue goals in territorySold and developed a large number of print and digital advertising products that changed periodically to meet publisher demandsTook one of the least affluent areas and made it one of the most profitable territories for the paper in less than one year
  • Marketstar
    Territory Manager
    Marketstar Feb 2009 - Aug 2009
    Birmingham, Alabama Area
    Responsible for marketing and increasing market share for Option Wireless products distributed through AT&TManaged a four state area for Option Wireless that included Alabama, Mississippi, Louisiana, and Florida panhandleTrain base level retail sales reps and retail location managers on all features of the Option Wireless productBuilt relationships with district level executives to gain access to private AT&T training sessions allowing me to increase brand awareness and build value over competitorsConduct district trainings for the outside sales force of AT&T wireless, that concentrates on small businesses and large corporations, on how to build value in wireless aircardsRepresented Option Wireless at all regional events including trade shows and other regional AT&T sponsored eventsProvided troubleshooting and product support for AT&T corporate and agent locations within my territoryCreated innovative training materials for AT&T employeesConducted trainings and presentations for large AT&T call centers in my territory
  • Verizon Wireless
    Sales Representative
    Verizon Wireless Jun 2006 - Feb 2009
    Tuscaloosa, Alabama Area
    Responsible for communicating Verizon policies to all customers regarding billing and customer serviceRecommended appropriate rate plans, devices, accessories, and other various Verizon products to best suit customers needsSuccessful with cold calling customers to generate new business and secure new leads and referralsMaintained working knowledge of competitors pricing and services to be able to properly sell against them, and promote value of Verizon’s productProvided follow up training for new customers to ensure customer satisfaction with their new device and it’s featuresSpecialized knowledge regarding Blackberry devices

Sara Dewitt Skills

Social Media Social Media Marketing Online Advertising Marketing Online Marketing Sales Microsoft Office Social Networking Digital Media Advertising Sales Sales Operations Advertising Marketing Strategy Digital Marketing Selling Public Relations Indesign Digital Photography Salesforce.com Consultative Selling Email Marketing Management Facebook Strategic Planning Media Planning Integrated Marketing Marketing Communications Brand Development Event Management Mobile Marketing Media Relations Copy Editing Market Research Market Planning

Sara Dewitt Education Details

Frequently Asked Questions about Sara Dewitt

What company does Sara Dewitt work for?

Sara Dewitt works for Ashford Advisors

What is Sara Dewitt's role at the current company?

Sara Dewitt's current role is Financial Representative at Ashford Advisors.

What is Sara Dewitt's email address?

Sara Dewitt's email address is sa****@****ail.com

What is Sara Dewitt's direct phone number?

Sara Dewitt's direct phone number is +122593*****

What schools did Sara Dewitt attend?

Sara Dewitt attended University Of Alabama, Ama Class In Atlanta.

What are some of Sara Dewitt's interests?

Sara Dewitt has interest in New Technology, Social Media, Traveling, Photography, Animal Welfare, College Football.

What skills is Sara Dewitt known for?

Sara Dewitt has skills like Social Media, Social Media Marketing, Online Advertising, Marketing, Online Marketing, Sales, Microsoft Office, Social Networking, Digital Media, Advertising Sales, Sales Operations, Advertising.

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