
Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...


Brie McDonald, CFP®, enjoys building relationships with clients and helping them navigate complex financial issues.
Moneta’s holistic approach to financial advising through investment, estate, income tax, retirement, and business succession planning drove her to join the firm in 2017. Brie enjoys working with a collaborative team that strives to add value and find creative solutions for clients.
Brie graduated from the University of Missouri with a Bachelor’s Degree in Finance, joining Moneta as a Client Service Manager shortly after. She later became credentialed as a CERTIFIED FINANCIAL PLANNER® (CFP®). Brie earned a promotion to Advisor on the team in 2022.
Although Brie grew up in Minnesota, she now calls the University City neighborhood of St. Louis home.
In her free time, Brie enjoys being outdoors, traveling, cooking, and spending time with her husband, Matt.
Dive into the latest insights from our expert team with our personal touch.

October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

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September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...