As Concierge of Client Services at Symphony Wealth Group, Dani Moneta is committed to providing each client with a welcoming and positive experience. In addition to her client-facing role, she supports the firm’s events, marketing, and social media with creativity and organization. Drawing on her background in personal assistance, administration, and event planning, Dani is known for being both detail-oriented and personable, with a genuine passion for building lasting connections.
Born and raised in Frisco, Texas, Dani began her studies in business at Arizona State University before graduating from Texas State University with a degree in psychology and sociology. Her educational background gives her a unique perspective on people and relationships, which she brings into her work every day to strengthen client experiences and team collaboration.
Outside the office, Dani enjoys cooking and baking, yoga, and event planning, as well as spending time with her family, friends, and faith. She values community, creativity, and connection—qualities that guide her both personally and professionally.