Verified recordFinancial Services

Kimberly Mueller

Director of Operations - Dsp Team at Moneta at Moneta

Based in United States

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Seniority

Director

Department

Operations

Location

United States

Industry

Financial Services

Company size

678

Contact information

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Email

1 credit

k•••••••@monetagroup.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Kimberly Mueller

Kim Mueller is a Senior Advisor on the Diederich Simmons Perez team at Moneta. Moneta is the 7th largest registered investment advisor (RIA) in the U.S, managing $18.5 billion in total assets under management (AUM). A long-time St. Louis investment advisor firm, we provide fiduciary financial planning and advisory services for families in every stage of the wealth life cycle, as well as businesses and institutions. Moneta is one firm with many solutions, empowering our clients to navigate important life decisions and protect what they cherish.Our clients range from young, high earners on track to building lasting wealth, to ultra-high net worth clients with complex multi-generation financial legacies. We also act as a consultative, fiduciary partner for businesses and institutions, looking for counsel on implementing their retirement and pension plan solutions. We are committed to act in the best interest of all of our clients–always. Providing exceptional service to our clients requires having exceptional people to serve them. Moneta attracts some of the best and brightest, and we are committed to continuing that trend. Our proprietary training platform, Moneta University, provides career spanning, professional development. Our approach attracts people that want to continually improve themselves and it shows. In 2018, Moneta was named to the “Best Places to Work” list by the St. Louis Business Journal, the St. Louis Post-Dispatch and Investment News.

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