Abby Beasley, CTFA
Assistant Vice President, Private Client Process & Procedures Specialist
Abby is the private client process & procedures specialist for Commerce Trust. In this role she partners with Commerce Trust legal counsel, directors of risk management, middle office/operations and directors of private client to streamline the processes and procedures for CTC administration personnel. She also serves as a liaison between the private client advisors and Commerce Bank compliance and risk management. In addition, Abby is a private client advisor providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management.
Abby facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience.
Abby joined Commerce in 2008. She received a Bachelor of Science in marketing from the University of Phoenix and is a graduate of Cannon Financial Institute Trust School. She also holds the Certified Trust and Financial Advisor designation. Abby enjoys spending time with her husband and two sons, attending their school and sport activities and is a Kansas City Chiefs season ticket member.
Start a conversation with Abby
816-234-1931 abby.beasley@commercebank.com Connect on LinkedIn
