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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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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 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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