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Nancy Georgen

Partner Emeritus

Moneta

United States, Missouri, St Louis

About Me

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,

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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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