View in portrait for best experience

Carolyn Duggan

Senior Client Service Manager

Carolyn Duggan has dedicated herself to Moneta Group for over 30 years. She values the long-lasting relationships she has built with her clients and her co-workers. She is proud that Moneta always does what is in her clients’ best interests.

Carolyn was born and raised in St. Louis as the fifth out of 7 children. After graduating from Hickey College, she began her career at Moneta Group working for Peter Schick’s father, Henry, in 1982.

Family is extremely important to Carolyn. She enjoys spending time with her husband, Bob, and their two children. Carolyn is proud of her son, Nick, who graduated from Missouri State University in 2014 and her daughter, Ashley, who graduated from the University of Missouri – Kansas City in 2015.

A WEALTH OF INFORMATION

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

Matthew Sallaberry Advances to Partner at Moneta 

Matthew Sallaberry Advances to Partner at Moneta 

December 19, 2024

Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the fi...

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

VIEW ALL ARTICLES

Let’s make every moment count together…