
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Bill Dickens works to help clients think through the various financial decisions that they face. In this challenging and rewarding role, he appreciates the confidence that clients place in his team not only as an advisor, but also as a family advocate.
Bill earned his B.S. in Business Administration and Finance Track Certification in Financial Planning from University of Missouri – St. Louis. With Moneta since 2002, Bill enjoys working in an environment of commitment and passion for serving clients and acting only in their best interests.
At Moneta, Bill collaborates with Doug Weber on behalf of both family and business clients. Bill applies his significant experience and expertise in helping business owners, executives, and many physicians navigate their pursuit of financial independence. Having parents with over 30 years of service to the federal government, Bill also maintains a specialty in advising federal employees on the complexities of retirement from public service.
Bill and his wife, Kimberly, have three children named Jillian, Gwyneth and David. Kimberly is an elementary school principal in the Rockwood School District. Bill enjoys spending time with his family and friends. He is an avid baseball fan and can often be found in the bleachers at Busch Stadium during the summer.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...