Krista Steward

FPQP™

Wealth Services Manager

Phone (314) 480-3853

Fax (314) 884-2819

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Office locations
Creve Coeur, MO

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About Krista Steward

Krista Steward, FPQP™, is a Wealth Services Manager at Krilogy in Creve Coeur, Missouri, where she handles the day-to-day service work that keeps client accounts and financial plans running smoothly. She joined Krilogy in 2024 and brings more than 12 years of experience in financial services, working alongside Patrick Monahan, Pat O’Brien, and Steve Eifler to support their clients.

Before Krilogy, Krista was an Associate Planner at a boutique financial planning firm in St. Louis’s Lafayette Square neighborhood. She previously spent five years as a Wealth Services Manager at Enterprise Bank & Trust in Clayton. There, her interest in financial planning grew as she gathered client data and prepared financial reviews and full plans. She also holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation.

Earlier in her career, Krista spent more than 25 years in healthcare, an experience she still draws on to build caring, trusted relationships with the clients she serves.

Get to know Krista

What I love about my work

For me, the most satisfying part is making sure every client request is met in a timely manner and handled in a way that leaves the client pleased. Much of that work happens behind the scenes, and clients may never see all the details that go into it. It also matters to me because it frees up our advisors' time, so they can keep building on the relationships they care for today and develop new ones. When I take care of the service side, our advisors can stay focused on the bigger conversations with clients.

How I help clients

Clients reach out to me for all of their service-related needs. That includes money movements, opening new accounts, and the ongoing maintenance of those accounts. Whatever the request, my goal is to take care of it promptly and make the process as easy as possible for the client. My background in financial planning also helps me understand how these everyday requests connect to the bigger picture of each client's plan.

Outside the office

I was born and raised in St. Louis, where I live with my husband, Drew, and our two doodles, Cilla and Finn. I also have a daughter, Baylee, and two darling grandchildren, Addy and Dax. In the summer, you'll find me relaxing by our pool, and in the winter I do a lot of crafting and decorating. I care deeply about causes related to Alzheimer's, cancer, and autism awareness.