
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


Ashley Stokes serves as Client Service Manager on the Everland Sandry team at Moneta, where she helps clients stay organized, informed, and confident through the thoughtful execution of their financial plans and proactive, attentive service.
Ashley was drawn to Moneta by its client-first philosophy, collaborative culture, and commitment to delivering comprehensive, personalized financial advice — values that align with how she approaches her work every day.
Ashley holds a Bachelor of Science in Business Administration with an emphasis in Finance, a minor in Leadership, and an option in Personal Financial Planning from the University of Colorado Boulder. She furthered her education with a Master of Science in Organizational Leadership, concentrating in Strategic Leadership, also from CU Boulder.
Outside of the office, Ashley enjoys spending time with family and friends, staying active, and coaching lacrosse.
Dive into the latest insights from our expert team with our personal touch.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...