Moneta Group
Adam Haas currently serves as a Client Service Manager at Moneta Group, a role commenced in August 2023, where responsibilities include being the first point of contact for clients and preparing review materials. Previously, Adam gained experience as a Banking Intern at Bank of Belleville from June 2022 to January 2023 and worked as a Tour Team Member at The Peach Truck during the summer of 2021. Adam holds a Bachelor of Science in Finance, Economics, and Personal Wealth Management from The University of Alabama, completed in May 2023, and earned a High School Diploma from Freeburg Community High School in May 2019.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.