With 18 years of experience in financial services, Traci Bryson is dedicated to supporting Moneta clients and her team’s advisors by streamlining operations and enhancing service delivery. Traci’s client-first philosophy centers on building trust, delivering efficient solutions, and providing personalized support—helping clients achieve clarity and confidence in their financial journey. 

Traci joined The Williams Team at Moneta to work alongside advisors who prioritize each client’s well-being. She thrives in the team’s collaborative environment, bringing a passion for thoughtful, individualized service that empowers clients to reach their goals. 

Before joining Moneta, Traci served as Senior Client Specialist and Branch Administrative Manager at Baird Private Wealth Management from 2016-2025. In these roles, she supported both individual advisors and large teams, strengthening her leadership, staff development, and business growth skills—expertise she now brings to Moneta. 

Traci holds her Colorado Life & Health Insurance License and FINRA Series 7, 63, and 65 licenses, reflecting her commitment to professional standards and her ability to support clients with a broad range of financial services. 

Outside of work, Traci embraces the Colorado lifestyle with her husband, kids, grandkids, and dogs. She enjoys walking, hiking, biking, pickleball, golf, and gardening. Staying active and healthy is a core part of her life.