Beatrice Moreno's net worth is down 13% in 30 days

Beatrice Moreno · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield

Why it fired

From $586,761 to $511,136, a change of -$75,625 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (6)

Reported balance
Nov 23, 2025 · Your Firm brokerage account
$264,329
Reported balance
Nov 23, 2025 · Empower 401(k)
$177,960
Reported balance
Nov 23, 2025 · Merrill brokerage account
$172,367
Reported balance
Dec 28, 2025 · Your Firm brokerage account
$245,314
Reported balance
Dec 28, 2025 · Empower 401(k)
$163,051
Reported balance
Dec 28, 2025 · Merrill brokerage account
$157,539

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Make a reassurance call and review the plan

“Beatrice, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Reviewed

View profile

Crypto Activity
Beatrice Moreno bought $69.2K of Solana
1d agoNew$69.2K
$69.2K
Spending Shift
Beatrice Moreno's dining spending is up 105% over the last 3 months
Aug 24Reviewed$6,489
$6,489
Retirement Gap
Beatrice Moreno is on pace to miss about $3,055 of employer match this year
Jun 20Reviewed$3,055
$3,055
Net Worth Spike
Beatrice Moreno's net worth is up 13% in 30 days
Feb 8Sent to CRM$66.4K
$66.4K
Net Worth Spike
Beatrice Moreno's net worth is up 15% in 30 days
Jul 20Sent to CRM$81.2K
$81.2K

From $586,761 to $511,136, a change of -$75,625 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Beatrice Moreno

From $586,761 to $511,136, a change of -$75,625 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Beatrice Moreno