View in portrait for best experience

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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

A Silver Lining for Your January Gloom

A Silver Lining for Your January Gloom

January 28, 2026

by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...

VIEW ALL ARTICLES

Let’s make every moment count together…