Julie Bahr has built and nurtured strong relationships with her Moneta Group clients since 2001. By placing a heavy emphasis on closely understanding each family’s values, Julie develops a plan that best achieves their financial goals. "I view the relationship between an advisor and a client as a very personal one," Julie says. "Together, we discern their specific needs and goals and schedule consistent, regular meetings in order to achieve their financial success."
Whether working with clients or in the community, Julie exhibits the highest degree of ethical conduct. "I strongly value the relationships I have with my families, treating each one with dignity and respect." Prior to her tenure at Moneta Group, Julie oversaw mutual fund operations for Edward Jones and was the management assistant at Anheuser-Busch Employees Credit Union. In addition, she was the president and CEO of the Missouri Student Federal Credit Union in Columbia, MO.
Along with helping her clients build a sound financial future, Julie also sees the importance of giving back to her profession and community. She is an active member of the Financial Planning Association, a board member of the Churchill Center and School and an Investment Committee member of the Lutheran Foundation. She also volunteers with Lutheran Senior Services. Julie was also recognized as a top fund-raiser for the MS Society's St. Louis Chapter.
Julie's professional excellence and philanthropic dedication resulted in being named one of St. Louis Business Journal's '40 Under the 40' in 2010.
Julie resides in St. Louis with her husband, Marc, and their children.
Julie Bahr's office is located in Chesterfield at 16305 Swingley Ridge Road. Please contact her at (636) 787-4700.