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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

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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