Kristen Pierson

CFP®
kpierson@monetagroup.com
(314) 244-3335
Kristen Pierson primarily oversees the onboarding strategy of advisors to the Moneta platform, ensuring a smooth transition for the personnel and practice. She is also responsible for business processes and training for the firm with the goal of automating workflows and establishing standard operating procedures so client-facing teams can more effectively serve their clients.

Kristen joined Moneta in 2007 as a Client Service Manager and later served as Operations Manager on a client-facing wealth management team. She was promoted to Moneta’s infrastructure team as Director of Practice Engagement in 2020.

Kristen earned her Bachelor’s degree from the University of Central Missouri and attained the CERTIFIED FINANCIAL PLANNERTM designation in 2012.

Outside of work, you can regularly find Kristen volunteering for local charitable organizations. She especially enjoys traveling and spending time outdoors with her husband and son.
  • CERTIFIED FINANCIAL PLANNER™
  • Ronald McDonald House Red Shoe Society
  • Job’s Daughters International, Creve Coeur Chapter, Advisor