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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 Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

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

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

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

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

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

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