Verified recordFinancial Services

Avery Starnes

Client Services Manager at Moneta

Based in Kansas City, United States

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Seniority

Manager

Department

Customer/Client Service

Location

Kansas City

Industry

Financial Services

Company size

623

Contact information

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Email

1 credit

a•••••••@monetagroup.com

Phone

5 credits

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Background

About Avery Starnes

As a Comprehensive Wealth Strategist, I specialize in providing tailored financial solutions to high-net-worth individuals and families. With a focus on investment planning, estate management, and charitable giving, I work alongside a team of experts to deliver personalized wealth strategies that align with each client’s unique goals. With a commitment to white-glove service, I take a proactive stance in executing complex financial transactions with accuracy while adapting to evolving priorities. My goal is to empower clients to confidently grow and protect their wealth, build lasting legacies, and support the causes that are closest to their hearts.

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