View in portrait for best experience

Jon Polizzi

Client Service Manager

As a Client Service Manager for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners to help prepare for Client Reviews.

Jon graduated from the University of Mississippi in May of 2017 with a bachelor’s degree in Managerial Finance. Before joining Moneta in 2019, he worked at both Scottrade and TD Ameritrade as an Investor Services Representative, earning his Series 7 and 63 licenses while helping clients place trades and explaining the different order types. At Moneta, he hopes to earn CFP® certification and build strong relationships with clients.

Outside of work, Jon loves to watch just about any sporting event. He enjoys trips to Busch Stadium and traveling back down to Ole Miss to catch an SEC football game.

  • Series 7 and 63 licenses

A WEALTH OF INFORMATION

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

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

T is for Tax, C is for Charitable 

April 29, 2025

When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

VIEW ALL ARTICLES

Let’s make every moment count together…