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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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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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