“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 ...
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
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Disaster Response
May 19, 2025
On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...
Monthly Recap – April 2025
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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
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...