Moneta Group
Stephanie Gresham is a dedicated professional with a diverse background in client services and financial management. Currently serving as Client Services Manager at Moneta Group since March 2018, Stephanie focuses on empowering individuals to navigate life's challenges and safeguard their valued possessions. Prior experience includes working as a Financial Representative at Northwestern Mutual, where innovative solutions were crafted for clients' financial security, and a role in Corporate Finance at Graybar, which involved managing receivables and mitigating losses. Additionally, Stephanie contributed as an Employment Access Specialist at Easterseals Midwest, aiding individuals with developmental disabilities and autism in their integration into the community. Stephanie holds a Bachelor of Arts in Human Services and Psychology from Missouri Baptist University and an Associate of Arts in General Studies from Lewis and Clark Community College.
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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.