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.

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

VIEW ALL ARTICLES

Let’s make every moment count together…