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Stephanie Martin

Senior Client Service Manager

Stephanie finds Moneta’s team culture very motivating. She is inspired by Moneta’s dedication to their clients and is impressed that Moneta continues to improve its already-exceptional client service.

At Southern Illinois University – Edwardsville, Stephanie earned her Bachelor’s in Business Administration with an emphasis in Finance. After college, she was a personal banker at The Bank of Edwardsville. In 2011, Stephanie joined Moneta to dedicate herself to client service and Moneta’s three core values.

Stephanie and her husband, Ben, have three children, Blake, Eva, and Sam. They enjoy spending time outside, whether they are cheering on the Cardinals or going to the zoo. Stephanie loves spending time with friends and embracing her role as a bleacher mom at t-ball, basketball and gymnastics practices.

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

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

Monthly Recap – November 2025

Monthly Recap – November 2025

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

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

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