Beth Spear, Client Services Associate, Moneco Advisors, Fairfield, Connecticut

Beth Spear

Client Services Associate
Get to Know Beth…
Favorite part about working at Moneco:
The team here stays true to themselves and is invested in ensuring success for both clients and the team. It’s a highly positive atmosphere.
What I enjoy most about what I do:
The thing that I enjoy most about what I do is interacting with clients and providing the highest quality of service.

Favorites

Quotation: “Integrity is doing the right thing, even when no one is watching.” – C.S. Lewis
Vacation Destination: Disney World
TV Show or Movie: Malcolm in the Middle
Band or Music: Pop Rock/Punk Rock

Beth is deeply committed to delivering the highest quality of service to each client, with a passion for fostering meaningful connections and satisfaction at every touchpoint. Beth thrives in working collaboratively with colleagues and with our integrated systems at Moneco to best help serve our clients.

Experience:
Previously, Beth spent two years as a Client Service Representative in the financial services and insurance field. With 15 additional years of prior experience in the hospitality industry, she understands the profound value of service and remains dedicated to upholding these standards each day, knowing how vital service and connection are in building lasting and trusted relationships.
Education & Certifications:
She holds a Bachelor of Arts in Business Administration and Management from Southern Connecticut State University.
Personal:
Outside of work, Beth enjoys spending time with her family and friends, and finding the best pop or punk rock concerts!
“It’s not just a job—it’s a calling to make a positive impact in every interaction with our valued clients.”

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