Moneta Partner Jeff Wist uses his significant experience and the diverse skills of the Finerty Team to help clients achieve their unique financial goals by developing thorough and flexible financial plans.

Jeff earned his B.S. in Finance with a Minor in Economics from the University of Missouri – Columbia and his J.D. from University of Missouri School of Law. Before Moneta, Jeff served as an attorney and practiced in the fields of business, commercial, banking, and real estate litigation. He joined Moneta as an Advisor in 2011.

A member of one of Moneta’s largest teams, Jeff is confident that with his team’s depth of talent in a variety of disciplines, they can handle clients in every situation and solve almost any problem. Jeff considers it a privilege to build lasting relationships with clients, earn their trust and confidence, and stand, with the rest of the Finerty Team, alongside clients as they achieve their unique goals.

Outside of his work at Moneta, Jeff is actively involved in the St. Louis community. Residents of Dardenne Prairie, he and his wife, Erin, have three children.

• CERTIFIED FINANCIAL PLANNER™
• Series 65 licensed
• Ready Readers, Board Member
• The Next Step, Board Member
• Alzheimer’s Association of Greater Missouri, Board Member