Jimmy Pudlowski holds himself to the highest standard. He is driven by his desire to serve clients with a fiduciary mindset, always operating in their best interest. This led him to Moneta in 2023, where he was attracted by the firm’s fee-only RIA structure that would not pressure him to push certain financial products or investment vehicles to earn a commission.
Jimmy’s professional path began in a client service role for an investment broker-dealer where he honed his skills in client onboarding and policy illustration while assisting with client meetings.
Jimmy earned his Bachelor of Business Administration in Finance from Miami University in Oxford, Ohio and is now working towards the CERTIFIED FINANCIAL PLANNERTM designation.
Away from work, Jimmy enjoys staying active by playing hockey and going for runs. He is an avid fan the St. Louis Blues and Tottenham Hotspur.
