Andrew Bouquet

J.D., CFP®

abouquet@monetagroup.com

(314) 244-3435

Andrew Bouquet works on the Blair, Sheehan, Steffens Team. Andrew joined Moneta Group because of his desire to develop close, lasting relationships with his clients and to make a positive impact in their lives. Andrew seeks to be a ‘go-to’ trusted advisor for the families he works with. Andrew handles a variety of financial issues facing clients, including cash management, retirement planning, tax planning, however, his training as an attorney has given him a particular affinity for estate planning.

Andrew received his B.S., summa cum laude, in Finance and Spanish from the University of Dayton in 2012 and his J.D. from Saint Louis University School of Law in 2015. During law school, Andrew worked at a local estate planning law firm, in the corporate law department of a large public company, and spent a semester as an "extern" at the Saint Louis Zoo.

Andrew is passionate about hunting and wildlife conservation. When he’s not at work, you can find him on a tractor or in a tree stand at his family’s farm in Pike County, Missouri. Andrew also serves as Treasurer for the St. Louis Chapter of Quail Forever, a nonprofit.

CERTIFIED FINANCIAL PLANNER™
Juris Doctorate
Missouri Bar Association, Member
Estate Planning Council of St. Louis, Member
Quail Forever, Board of Directors – St. Louis Chapter
Conservation Federation of Missouri, Member
Backcountry Hunters & Anglers, Member

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

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Protecting athletes is our passion.

Together we create opportunities.