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Jessica Binkley

Retirement Plan Client Service Manager

FPQP®

Jess Binkley assists the Finerty Team at Moneta on a variety of projects, daily tasks, and audits as a Client Service Manager. She is always eager to help the team stay organized and efficient.

Jess graduated from the University of North Carolina at Charlotte in 2020 with her B.S.B.A. in Marketing. She spent two years with Lululemon Prior to joining Moneta in 2022, which taught her how to deliver exceptional customer experience to each and every guest.

In her free time, Jess enjoys playing pickleball and golf, working out, traveling, and reading. She is also the biggest Penn State football fan you’ll ever meet and even slept outside of Beaver Stadium for a week before the infamous 2016 whiteout game against Ohio State.

  • Financial Paraplanner Qualified ProfessionalSM

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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

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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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