View in portrait for best experience

Billy Dickens

Partner

CFP®

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.

  • B.S., Business Administration, University of Missouri- St. Louis
  • Finance Track Certification in Financial Planning, University of Missouri- St. Louis
  • CERTIFIED FINANCIAL PLANNER®
  • Financial Planning Association of Greater St. Louis, Past Board Member
  • University of Missouri – St. Louis, Planned Giving Committee
  • University of Missouri- St. Louis, Business School Finance Advisory Board
  • University of Missouri- St. Louis, Alumni Association
  • National Multiple Sclerosis Society 2009 Class of Corporate Achievers
  • Estate Planning Council of St. Louis, Member

A WEALTH OF INFORMATION

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

Second Quarter Investment Report – 2026

Second Quarter Investment Report – 2026

July 14, 2026

Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

VIEW ALL ARTICLES

Let’s make every moment count together…