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Brinn Trousdale

Client Service Manager

Brinn Trousdale is a financial professional at Moneta, holding a cum laude degree in Business Administration from Mizzou with an emphasis in Finance and a minor in Economics and certificates in Personal Financial Planning and Investments. Her involvement in Delta Sigma Pi, Phi Mu, the Mizzou Panhellenic Council, highlights her commitment to community service and leadership.

Brinn began her career at Charles Schwab as a client service and support intern, where she passed the SIE exam. She was attracted to Moneta for its collaborative nature and high standards and aims to pursue the CERTIFIED FINANCIAL PLANNER™ designation to better serve her clients.

Living in Ballwin, MO, Brinn enjoys hiking, running, reading, and playing pickleball. She loves spending time in Forest Park, attending shows at The Muny, and cheering for the Cardinals and the Blues.

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Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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