View in portrait for best experience

Drennan Bailey

Advisor

CPA, MBA, CFP®

Drennan Bailey is a trusted advisor who helps clients plan and navigate life’s complex financial challenges. Drennan brings an eye for detail and a strong business background giving him the skills and knowledge to help clients achieve their goals. Today, Drennan splits his time between the Moneta Family CFO team and the Moneta Family Office team.   

Prior to joining Moneta, Drennan spent over five years at Deloitte where he was promoted to manager within Deloitte’s Business Valuation Group. At Deloitte, Drennan worked with individuals, closely held businesses, and Fortune 500 companies to provide valuation services, purchase price allocations, and goodwill impairment testing. Thereafter, Drennan joined Bunge Ltd., a multinational agriculture company, to work in their Capital Investments Group. In his position at Bunge, he oversaw Bunge North America’s multimillion dollar capital investments budget. 

Wanting to return to his passion of helping people and being a go-to trusted advisor, Drennan joined Moneta. At Moneta, Drennan prides himself in building lasting and meaningful relationships with his clients. Drennan draws from his prior experiences to effectively listen to clients’ needs and help them develop their financial plan. Drennan’s background is well suited to help individuals and business owners navigate complex financial issues. 

Drennan earned his BSBA in Finance with an emphasis in Real Estate from the University of Missouri, and his M.B.A. from Saint Louis University. While working for Deloitte, he also attended the University of Missouri – Saint Louis at night to complete the required accounting courses to earn his CPA license. 

Drennan and his wife are parents to their three young children. When Drennan is not spending time with his family, he is an avid outdoorsman. He enjoys spending time on the family’s farm, fishing, hunting, and skiing. 

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Series 65 License

A WEALTH OF INFORMATION

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

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...

Monthly Recap – March 2025

Monthly Recap – March 2025

April 10, 2025

MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...

Liberation Day

Liberation Day

April 3, 2025

Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...

Ready for Take Off: Private Air Travel

Ready for Take Off: Private Air Travel

April 3, 2025

By Anna McDonald, Director of Family Learning When most people think of private air travel, they often...

VIEW ALL ARTICLES

Let’s make every moment count together…