Moneta Group Advisor Jamie Mealey works on the West Team to truly know his clients and provide them with comprehensive Family CFO services.
Jamie earned his B.S. in Accounting from Rockhurst University. Prior to joining Moneta, he spent time at both Edward Jones and PriceWaterhouseCoopers. In 2005, he joined Moneta Group as an Advisor.
On the West Team, Jamie enjoys learning about and working with senior executives and other high net worth individuals. He welcomes the challenge of sorting through the complex financial situations required to advise such individuals. Along with his team, Jamie strives to help clients spend less time dealing with their intricate financial matters and more time enjoying their lives.
In addition to his work with clients, Jamie enjoys writing blogs for the Moneta Group client website, teaching various internal education classes, and serving as a member of the Human Resources and Business Systems Committees.
Jamie enjoys spending his free time outdoors with his family, especially playing tennis, swimming, cycling, and running. He and his wife, Lynn, and their daughters, Jillian and Kate, live in Webster Groves.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- National Multiple Sclerosis Society – Gateway Area Chapter, Board of Trustees, Bike MS Steering Committee Chair
- Junior Achievement of St. Louis, Volunteer
- Habitat for Humanity, Volunteer