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Brittany Root

Senior Client Service Manager

Brittany Root joined Moneta Group in 2015 after several years in retail management. She loves her team’s dedication to their clients, and she enjoys deepening her knowledge of financial planning.

Brittany graduated from Missouri State University with a Bachelor of Science in Marketing and Administrative Management. At Missouri State, she discovered her passion for the finance industry which drove her career to Moneta Group. Brittany is an avid learner who plans to return to school to earn her MBA.

Originally from Lebanon, MO, Brittany enjoys exploring St. Louis, playing with her dog Maddie, and traveling.

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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

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