Emily Bebee is passionate about helping clients better understand their retirement benefits to ensure they feel empowered in their journey towards a safe and secure retirement.
She joined the Finerty Team at Moneta as a Retirement Plan Client Service Manager because of the firm’s standard for “Raving Fan” and “White Glove Service” focusing on building meaningful relationships with clients based on quality and trust.
Emily earned her B.S. degree in Integrated Marketing Communications from the University of Mississippi. She started her career working in Human Resources at SSM Health, a St. Louis based non-profit hospital organization, employing more than 40,000 throughout the Midwest – most recently serving as the Benefits Specialist for their Pension and Retirement team. This role provided in-depth experience in the administration and management of various retirement plans; it also helped Emily to strengthen her passion for finding complex solutions to any obstacles that may arise.
A lifelong Ole Miss Rebel, Emily still loves to visit Oxford, MS for Grove tailgating or Spring baseball games. Emily is passionate about supporting the St. Louis community, and you will often find her hiking State parks with her rescue dog, Chloe, camping in the Ozark Riverways during the summer, or spending her weekends exploring the city’s many ‘hidden gems.’
- American Society of Pension Professionals and Actuaries – Retirement Plan Fundamentals Certificate
