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Jeffrey Wist

Partner

J.D., CFP®

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

A WEALTH OF INFORMATION

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

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

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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