Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
Hannah Lockwood
Client Service Manager
As the first high school and college graduate in her immediate family, Hannah has advanced her career through hard work and determination. She earned her Bachelor of Science in Business Administration with an emphasis in Finance, along with a minor in Psychology and a Certificate in Investments, from the University of Missouri–Columbia. Before joining Moneta in 2024 as a Client Service Manager, she gained foundational experience at Hilton and Central Bank. She is currently pursuing both her CERTIFIED FINANCIAL PLANNER™ certification and her Master’s degree in Financial Planning. She also serves on the Youth In Need Associates Board, helping expand opportunities and support for youth in the community.
Outside of her professional life, you’ll find Hannah hitting the trails, planning her next trip, or working on a new painting.
- Youth in Need Associates Board
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Fourth Quarter Investment Report – 2025
January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...