Brewster Ellis
Senior Relationship Manager @Moneta
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WORK HISTORY
Senior Relationship Manager @Moneta
Kansas City, MO, US
EDUCATION
Trinity Pawling School
High School Diploma, College Prep
Rumson Country Day School
Graduate, Pre-prep
Lafayette College
Bachelor's Degree, History, Economics
ABOUT BREWSTER ELLIS
From my perspective, wealth is more than the assets you own—it encompasses the experiences and people you embrace throughout your journey. And every day is the first day of a new life filled with opportunities. In my experience, liquidity and income—like air and water—are essential. The goal is to soundly balance your cash flow and purchasing power, in order to enhance and support your comfort and legacy goals tomorrow. The quality of your advisory support: Thorough wealth management requires proactive stewardship and oversight of your finances, guided by your unique goals. Clientele: I work closely with individuals, families, and business owners who have substantial wealth and seek attentive, in-depth advisory support. I also guide budding entrepreneurs in a startup or growth phase to help them build businesses on healthy foundations. Connect with me if you: Have multiple accounts in different places and need help aligning financial items. Seek a second opinion on your overall financial health Need wealth management support and trust and estate planning services You can reach me at (81••••••32 or b•••••••@frontierwealth.com. I look forward to connecting!
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