View in portrait for best experience

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.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

VIEW ALL ARTICLES

Let’s make every moment count together…