Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment, retirement, and tax planning strategies. Nancy earned her B.S. in Mathematics from Fontbonne University and J.D. from Washington University School of Law. She joined Moneta Group in 1972 and, in 1989, co-founded Retirement Plan Services, LLC, a full-service retirement plan administration company. At Moneta, Nancy’s priority is to build sustainable, long-term relationships. Her average client relationship is longer than 15 years,
Nancy Georgen
Partner Emeritus
Moneta
United States, Missouri, St Louis
About Me
Profile Information
Partner Emeritus
Moneta
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St Louis
Missouri
United States
Aug 26, 2025
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