Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Beth Love is a senior client service manager on the Duff Torney Team at Moneta. Having worked on the team for over a decade, Beth has learned to anticipate client needs as their lives and financial plans evolve. She enjoys her personal connection with the families who entrust the team with their finances. The bonds forged through the Duff Torney team events, like the annual planning retreat, create a team environment where Beth thrives.
Beth joined the Duff Torney team in 2009. She graduated from University of Missouri with a Bachelor’s degree in Business Administration. She earned a B.S.B.A. in personal financial planning and holds the Financial Paraplanner Qualified Professional designation. As the financial planning industry continues to change, Beth pursues new skills to enhance the high service levels Moneta is nationally known for.
Outside of work, Beth enjoys staying fit, taking bike rides with her mom and sister, or relaxing at a winery or coffee shop with her husband Oliver. On a Saturday you’ll find Beth watching her daughter Anna ice skate or her son Brice on his mountain bike.
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...