Jeffrey Wist

J.D., CFP®

jwist@monetagroup.com

(314) 244-3405

Jeff Wist works on the Finerty Pietroburgo Carpenter Team to help clients achieve their unique financial goals. As a Senior Advisor, Jeff uses his significant experience and expertise to help clients develop 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. Prior to joining Moneta, Jeff was an attorney and practiced in the fields of business, commercial, banking, and real estate litigation. In 2011, he joined Moneta Group as an Advisor.

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 be able to build lasting relationships with clients, earn their trust and confidence, and stand, with the rest of the Finerty Pietroburgo Carpenter 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 St. Charles, he and his wife, Erin, have three children.

CERTIFIED FINANCIAL PLANNER™ professional
Series 65 licensed
Ronald McDonald House Charities^®, Committee Member
Missouri Bar Association, Member
Illinois Bar Association, Member

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

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Protecting athletes is our passion.

Together we create opportunities.