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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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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

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...

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