Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
Adam Haas
Client Service Manager
CFP®
Adam Haas is committed to building meaningful relationships with clients by understanding the full scope of their financial lives and delivering the exceptional service they deserve. He joined the Finerty Team at Moneta as a Client Service Manager in 2023, drawn by the firm’s client-first culture and reputation as a leading RIA firm.
Adam earned his B.S. in Finance and Economics, with a minor in Personal Wealth Management, from the Culverhouse School of Business at the University of Alabama.
Outside of work, Adam enjoys staying active and spending time outdoors — especially golfing, skiing, and traveling. A devoted sports fan, he never misses an Alabama game and proudly supports all of St. Louis’ teams.
- CERTIFIED FINANCIAL PLANNER®
- St. Louis ARC, Young Professionals Board Member
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
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Monthly Recap – December 2025
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