Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Megan Breuer
Client Service Manager
FPQP®
Megan Breuer joined the Finerty Team at Moneta as a Client Service Manager in 2023 with more than 15 years of exceptional client service experience within the financial services industry.
Megan earned her Bachelor of Science degree from Maryville University before beginning her career at The PrivateBank, where she served in several roles including Assistant Branch Manager and Associate Private Banker. Throughout her career, Megan has gained her clients’ trust and admiration through her commitment to providing outstanding service with attention to detail – excellent qualities she now brings to the Moneta team.
Away from work, Megan enjoys spending quality time with her family. Whether going on vacation, golfing, riding bikes at Creve Coeur Lake, or playing catch with her son, Megan loves staying active and living life to the fullest.
- Financial Paraplanner Qualified ProfessionalSM
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...