View in portrait for best experience

Andrew Bouquet

Advisor

J.D., CFP®

Andrew Bouquet works on the Sheehan Steffens Akins Han Team. Andrew joined Moneta 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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

VIEW ALL ARTICLES

Let’s make every moment count together…