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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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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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