
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


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.
Dive into the latest insights from our expert team with our personal touch.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...