
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...


Stacey Garcia joined Moneta in 2021 as a Client Service Manager on the Johnson Team with an ambition to provide excellent customer service. Along with her team, Stacey helps clients spend less time managing their complex financial affairs and more time pursuing their passions.
Stacey graduated from Missouri State University in 2012 with a Bachelor’s Degree in Hospitality Management. Prior to joining Moneta, Stacey strived to provide exceptional customer service as a Travel Consultant at a local agency in St. Louis. After spending five years helping clients plan their dream vacations, Stacey now helps the Johnson Team clients’ plan for the future they imagine.
When she’s not in the office, you can find Stacey hiking a local trail, baking a delicious treat or ticking a new country off her bucket list.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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