
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


Brigid Andrews strives to provide clients with the highest level of service possible as her teams helps them reach their financial goals. As a Senior Client Service Manager on the Sadler Harmon Chalmers Team at Moneta, she enjoys building long-lasting relationships with clients, earning their trust, and bringing them comfort with complex needs.
Brigid joined Moneta in 2021 because of the firm’s incredible reputation and focus on professional development. She earned her Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Tulsa.
Outside of work, Brigid loves to travel, try new restaurants, and spend time with family and friends.

Dive into the latest insights from our expert team with our personal touch.

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...