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.

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

T is for Tax, C is for Charitable 

April 29, 2025

When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

VIEW ALL ARTICLES

Let’s make every moment count together…