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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

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The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

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By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

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by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

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