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Morgan Golaris

Advisor

CPA, CFP®

​​Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through her role as an Advisor and personally connecting with clients.​

Morgan became an Advisor for the Gast Freeman Troyer Racen Team at Moneta in 2022 after four years in public accounting with KPMG. Morgan is both a CPA and Certified Financial Planner® (CFP®). She earned Bachelor of Science degrees in accounting and finance from the University of Illinois.

Outside of work, Morgan spends time with her son and husband, family, and friends. She enjoys golf and rooting for the Chicago Bears, Fighting Illini, Cardinals, and Blues.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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