Maggie Rapplean
Financial Advisor at Moneta | Greater St. Louis
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Maggie Rapplean is a highly accomplished Financial Advisor at Moneta, where she leverages her extensive expertise to deliver personalized, lifelong financial guidance to successful families and high-net-worth individuals. In her current role, Maggie specializes in comprehensive wealth management, encompassing investment planning, estate investment strategies, and retirement planning. Her deep understanding of securities, fixed income strategies, and investment strategies enables her to craft tailored financial solutions that align with her clients’ unique goals and risk profiles.
Maggie’s key projects often involve developing sophisticated asset allocation models and implementing innovative investment strategies that optimize growth while managing risk. She is particularly skilled in relationship management, fostering long-term trust and loyalty with her clients through consistent, transparent communication and outstanding service. Her ability to navigate complex financial landscapes and adapt strategies to changing market conditions has earned her a reputation as a trusted advisor within Moneta’s highly-credentialed team.
At Moneta, Maggie’s role extends beyond individual portfolio management; she actively participates in collaborative planning sessions, contributing her insights on securities and fixed income strategies to ensure her clients’ financial plans are both resilient and aligned with their life goals. Her expertise in managing estate investments and retirement plans makes her an invaluable resource for families seeking to preserve wealth across generations. Maggie’s commitment to excellence and her client-centric approach exemplify Moneta’s mission to provide independent, loyalty-driven financial advice that consistently exceeds expectations.
Financial Advisor at Moneta in February 2020 to Present
Partner at Moneta in January 2024 to Present
Financial Advisor at Correct Capital Wealth Management in October 2018 to February 2020
Financial Advisor at Wells Fargo Advisors in March 2014 to October 2018
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University of Missouri-Saint Louis, August 2026
College for Financial Planning
University of Missouri-Saint Louis, Bachelor’s Degree
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Finance
Management
Financial Services
Investment Planning
Investment Strategies
Investments
Retirement Planning
securities
Wealth Preservation Planning
Relationship Management
Estate Investment Planning
Fixed Income Strategies
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Discover more about MonetaWhat is Maggie Rapplean email address?
Email Maggie Rapplean at [email protected] and [email protected]. This email is the most updated Maggie Rapplean's email found in 2026.
What is Maggie Rapplean phone number?
Maggie Rapplean phone number is 3147359179.
How to contact Maggie Rapplean?
To contact Maggie Rapplean send an email to [email protected] or [email protected]. If you want to call Maggie Rapplean try calling on 3147359179. (updated on April 25, 2025)
What company does Maggie Rapplean work for?
Maggie Rapplean works for Moneta
What is Maggie Rapplean's role at Moneta?
Maggie Rapplean is Financial Advisor
What industry does Maggie Rapplean work in?
Maggie Rapplean works in the Financial Services industry.
Maggie Rapplean Email Addresses
Maggie Rapplean Phone Numbers
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