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Ashley Barrett, Client Services Manager, moneco advisors fairfield, connecticut

Ashley Barrett

Client Services Manager
  • 203.319.3550
Get to Know Ashley…
Favorite part about working at Moneco:
Everyone’s willingness to help out and work together as a true team.
Favorite thing to do outside of work:
Going to the beach, spending time with friends and family, gardening – making homemade sauce and canning vegetables from her garden.
What I enjoy most about what I do:
Being apart of an amazing team and building relationships with clients.

Favorites

Quotation: “Challenges are what make life interesting and overcoming them is what makes life meaningful” – Joshua J. Marine
Vacation Destination: Anything in the Caribbean – toss up between Grenada and Curacao.
TV Show or Movie: Anything on Bravo, New Girl, Schitt’s Creek.
Band or Music: A little bit of everything – country, pop, hip hop/R&B, rock
Sports Teams: New York Giants & New York Yankees

As a Client Services Manager, Ashley focusus on financial planning and investment management, where she supports our advisory teams, responds to client requests, oversees account openings, and manages money movement with precision and care.

Experience:
Ashley joined Moneco in the Fall of 2023, bringing with her seven years of valuable financial services experience. In her previous role, she excelled at supporting multiple advisors, specializing in operational processes and delivering comprehensive insurance solutions. Before entering the wealth management industry, Ashley served as the head infant teacher at Childport, a daycare facility affiliated with Bridgeport Hospital. This role instilled in her a deep sense of responsibility, patience, and attention to individual needs—qualities she brings to her client interactions today.
Education & Certifications:
Ashley holds a bachelor’s degree in psychology from Southern Connecticut State University and an associate’s degree in early childhood education from Gateway Community College.
Personal:
Outside of work, Ashley enjoys exploring Connecticut’s scenic shoreline beaches year-round and is an active volunteer with the American Legion Auxiliary at Post 196 in Milford, CT.
“I believe that exceptional client service is built on trust, empathy, and attention to detail. I take pride in truly understanding each client’s unique needs and goals so I can help them feel supported and confident every step of the way.”

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