Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
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.
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