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Hannah Lockwood

Client Service Manager

Hannah Lockwood has always been passionate about consistently bettering herself and those around her. She understood the power of financial stability from a young age and now finds the most joy in making things happen for people. Her appreciation for the art of finance and the beauty of human nature seamlessly blend together through her love for financial planning. 

Hannah is the first college and high school graduate of her immediate family and is truly paving her own way with hard work and dedication. She received her Bachelor of Science in Business Administration with an emphasis in Finance and Banking, a minor in psychology, and certificate in investments from University of Missouri – Columbia. After working positions at the Hilton and Central Bank, she joined Moneta in 2024 as a Client Service Manager. 

Outside of her professional life, Hannah enjoys fine art, traveling, hiking, and the culinary arts. 

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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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