Ashley Bearden, Client Services Manager on Influential Women

Influential Woman · Independent Wealth Management Firm

Ashley Bearden

FPQP

Client Services Manager, Moneta Group

St. Louis, MO

7Years experience

Certifications · Degrees · Memberships

Cert FPQP

Her Story

About Ashley

She is a dedicated client services professional with a diverse background in financial services, emergency communications, and motorsports social media management, currently serving as Client Services Manager at Moneta Group, where she leads client service strategy and relationship management. She also serves as Social Media Coordinator for John DeFlorian Racing, managing content across platforms, developing sponsorship materials, and coordinating logistics for the racing team. Her career includes serving as Emergency Dispatcher at St. Charles County Emergency Communications, where she earned Fire and EMS 911 Dispatch certifications, and as Lead Teller and Personal Banker at Commerce Bank. She holds a Bachelor of Science in Criminology from Missouri State University. She is recognized as a versatile, detail-oriented, and client-focused professional who combines strong operational and communication skills with a commitment to exceptional service and teamwork across diverse industries.

Her Interview

Ten minutes with Ashley

01What do you attribute your success to?

I attribute my success to being genuinely invested in helping others. Whether it's supporting clients through important financial decisions, collaborating with teammates, or solving operational challenges behind the scenes, I've always focused on being reliable, proactive, and responsive. I also believe in continuous learning. The financial industry is constantly evolving, and I've found that staying curious, asking questions, and embracing new opportunities has helped me grow both professionally and personally.

02What’s the best career advice you’ve ever received?

The best advice I've received is to never stop learning and never be afraid to ask questions. Early in my career, I realized that growth doesn't come from having all the answers. It comes from being willing to learn from others, seek feedback, and step outside your comfort zone. That mindset has opened doors, strengthened relationships, and helped me continue developing throughout my career.

03What advice would you give to young women entering your industry?

Don't underestimate the value of your voice or your perspective. Be confident in what you bring to the table, even if you're still learning. Build strong relationships and take advantage of opportunities that challenge you. The financial services industry offers a wide range of career paths, and there is tremendous opportunity for women to make a meaningful impact. Most importantly, remember that you don't have to know everything on day one. Focus on learning, working hard, and staying authentic.

04What are the biggest challenges or opportunities in your field right now?

One of the biggest opportunities is leveraging technology to enhance the client experience. Tools and automation can help us become more efficient, but they also allow us to spend more time focusing on what matters most: building relationships and helping clients achieve their goals. At the same time, navigating an increasingly complex financial landscape requires professionals to stay adaptable and continue expanding their knowledge so they can provide the highest level of service and guidance.

05What values are most important to you in your work and personal life?

Integrity, empathy, and relationships are the values that guide me most. In my work, I believe trust is earned through honesty, consistency, and putting clients' best interests first. In my personal life, I value being present with my family, supporting those around me, and treating people with kindness and respect. No matter the setting, I strive to approach every interaction with authenticity and a genuine desire to help others succeed.

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