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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.

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...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

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