View in portrait for best experience

Drennan Bailey

Family Office 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.

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

VIEW ALL ARTICLES

Let’s make every moment count together…