(314) 244-3266

Abby Donnellan

Senior Tax Strategist
CPA

As a Senior Tax Strategist, Abby Donnellan, CPA helps clients better understand complex tax matters and planning opportunities. “I really enjoy collaborating with my fellow team members to deliver a comprehensive approach that provides the best possible outcomes for our clients,” said Abby. A resourceful problem solver, Abby also keeps the team and clients up to date on the latest tax changes and how those may impact investment strategies, estate plans, and their overall financial plan.

Abby brings almost a decade of experience in taxation to her newly created role. Prior to joining Moneta, Abby served as a Tax Manager at a large local St. Louis based accounting firm, where she specialized in complex individual, business, and trust tax matters. In conjunction with tax return preparation, she worked heavily in income tax and estate tax planning for high-net worth clients.

Abby graduated Summa Cum Laude from Southern Illinois University Edwardsville with both a Bachelor and Master of Science in Accountancy. She holds the Certified Public Accountant (CPA) designation and is currently pursuing her Series 65 and the CERTIFIED FINANCIAL PLANNER™ professional certification. She is a member of both the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.

Professionally speaking, Abby is enthusiastic about mentoring young staff, being a subject matter expert and teaching others. She also dedicates her time volunteering for Rise Community Development, previously serving on the Young Professionals Board.

Outside of the office, Abby enjoys spending time with her husband, daughters, and their golden retriever Millie. Attending concerts, exploring St. Louis’ best restaurants, breweries, and regional wineries are some of her favorite local activities.

EDUCATION

  • B.S., Accountancy, Southern Illinois University Edwardsville
  • M.S., Accountancy, Southern Illinois University Edwardsville

NEWS & PUBLICATIONS

Insights & News

  • Totally Eclipsed

    Totally Eclipsed

    Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…

  • Monthly Recap – March 2024

    Monthly Recap – March 2024

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…

  • Expecting the Unexpected 

    Expecting the Unexpected 

    Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can…