Anna Medley

Anna Medley’s favorite responsibility in her role as a Client Service Manager on the Breckenridge Team at Moneta is building a plan from start to finish for her clients. She leverages all her skills to take care of the client and their specific situation.

Anna graduated from Saint Louis University with her B.A. in Mathematics. She worked in risk management and underwriting prior to joining the Breckenridge Team in 2021 and carried that knowledge into parts of her role as a Client Service Manager.

Anna was born and raised in Louisville, Ky. She loves to travel. Some of her favorite trips include Greece, Thailand and Italy. She also enjoys spending time with her friends and her little ‘Sister’ from Big Brother Big Sisters of STL.
  • Accredited Portfolio Management Advisor℠