View in portrait for best experience

Rebecca Miller

Client Service Administrator

In her role as a Client Service Administrator for the Curtis Team, Rebecca Miller positively impacts clients’ lives by providing the high touch service they deserve.

Rebecca earned her Bachelor of Science in Psychology from Southeast Missouri State University and a Master of Science in Occupational and Business Psychology from Kingston University in London, England. With her educational background in psychology, Rebecca was eager to work for a company dedicated to people and joined Moneta in 2017.

In her spare time, Rebecca volunteers with Memory Care Home Solutions and other nonprofits in the St. Louis area. She also enjoys traveling, reading and spending time with her loved ones.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

VIEW ALL ARTICLES

Let’s make every moment count together…