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Vickie Farmer

Client Service Manager

Vickie Farmer enjoys watching our client’s lifelong dreams come true while building relationships with them as a Client Service Manager on the Kittner Team at Moneta.

Vickie brings a strong background in customer service within the financial services industry. She worked at Bank of America for 10 years, starting as a Customer Service Representative before moving up to Financial Center Assistant Manager. In these roles, she helped clients achieve their goals for success and assisted them with power of attorney and trust accounts.

Away from work, Vickie enjoys spending time outside with her husband and three children.

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A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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