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Eloise Schlafly

Senior Advisor

CFP®

Eloise Schlafly loves her clients. As their Family CFO, she serves as their go-to resource for all financial family matters. From tax planning to estate conversations, from changing education goals to understanding investment implications, Eloise is available to help her clients. She delivers a level of service and loyalty to her clients that only a completely independent,100% Partner-owned company like Moneta can offer.

Eloise joined Moneta immediately after earning a B.A. in Economics from Rhodes College.

Hanging out with nieces, nephews or Godchildren, Eloise stays active with her family and friends. Outside of work and on the weekends, you might find her trading in analytics for embroidery and needlepoint, or setting aside planning software for travel. Krakow, Poland or Potosi, MO, she is up to travel anywhere. A self-proclaimed booster, Eloise loves St. Louis and can be found around the city championing her passions – be it with startups downtown or in education in the city.

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Kairos Academies

A WEALTH OF INFORMATION

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

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

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An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

Disaster Response 

Disaster Response 

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On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...

Monthly Recap – April 2025

Monthly Recap – April 2025

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

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