Derek Wilton CPA, CFP®
Direct (314) 244-3278 | email@example.com
As an Advisor at Moneta Group, Derek Wilton works closely with clients to provide them with outstanding service and comprehensive advice for accomplishing their financial goals.
Derek received his Bachelor of Science in Business Administration, with majors in Finance and Psychology, as well as his Master of Accounting from Washington University in St. Louis. Prior to joining Moneta, Derek spent over two years with KPMG’s Advisory practice in St. Louis. In this role, he specialized in conducting internal audits and contract compliance projects for multiple Fortune 500 companies. During this time, Derek developed an expertise in gathering data, analyzing complex situations, identifying improvement opportunities, and presenting specific recommendations to his clients. These are skills he continues to use today at Moneta.
In 2014, Derek joined Moneta as an Advisor on the Sheehan Kittner Team. At Moneta, Derek works with his team to fully understand each client’s individual goals in order to develop a customized financial plan. He enjoys the challenge of working with different clients and tailoring each plan to their specific needs.
Outside of Moneta, Derek enjoys attending St. Louis Cardinals games, traveling, cooking, and spending time with his wife, Molly.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Young Ambassadors of Opportunity
- Emerging Leaders Organization