Adam Bell has a passion for helping others. As a Client Service Manager at Moneta, he specifically helps clients navigate all areas of their financial lives. 

Adam joined Moneta in 2024 because he appreciated the firm’s top-tier reputation for the white glove service offered to clients. His financial services career started as a stockbroker at Charles Schwab, where he developed his passion for helping others navigate complex financial circumstances. 

Adam earned his Master of Business Administration (MBA) and Bachelor of Business Administration with an emphasis in Economics and Finance from McKendree University, where he competed on the Men’s Golf Team.  

Adam enjoys finding new breweries in town, spending time with his dog, being with family and friends, reading, swimming, and – of course – golfing.