View in portrait for best experience

Stacey Garcia

Senior Client Service Manager

FPQP®

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.

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...

VIEW ALL ARTICLES

Let’s make every moment count together…