Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Nicholas Warren
Advisor
CFP®
As an Advisor on the SHCB Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them.
After graduating from Missouri State University with a bachelor’s degree in Accounting and minor in Computer Information Systems, Nick joined Moneta in 2014 because of the firm’s outstanding reputation in the financial planning industry. He was especially attracted to Moneta’s culture of sharing its collective expertise across teams to ensure the best possible client experience while also developing its rising talent. He earned his CFP® designation at Moneta as validation of his demonstrated determination to excel as a financial advisor.
Nick enjoys spending time with his family and friends. His wife and son share in his fandom for the St. Louis Blues and Cardinals as they attend as many games together as they can.
- Bachelor of Science, Accounting, Computer Information Systems minor, Missouri State University
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...