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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.

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

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...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

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