
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
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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September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...