Moneta Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually from 2012-2022 [1] and as a Best-in-State Advisor by Forbes/SHOOK Research[2] , Julie uses her expertise and significant experience to lead her clients towards a successful financial future.

Julie received her B.S. Accountancy, summa cum laude, from the University of Missouri and J.D. from The University of Texas. She also attended University College London Faculty of Laws.

Before joining Moneta, Julie spent 16 years in a variety of roles within the financial services industry. She worked as an estate planning attorney at Stinson and Bryan Cave then as a wealth management advisor at TIAA. She worked on estate plans, retirement plans, charitable giving, and investments.

Moneta’s core value of putting client’s first – “Raving Fan” service – attracted Julie to the firm from the beginning. Julie and her team work to provide clients with this high level of service and expertise by using a comprehensive approach. For the Sward Team, knowing clients’ families, aspirations, dreams, and life-stages is crucial to providing a good and flexible plan.

When not at work, Julie is an active member of the St. Louis community. She also enjoys training for triathlons, skiing, hiking, traveling, and spending time with her husband, son, family, and friends.

• CERTIFIED FINANCIAL PLANNER®
• Accredited Estate Planner®
• Women’s Society of Washington University, Board of Directors – President Elect
• Shakespeare Festival St. Louis, Board of Directors
• Grace Episcopal Church, Endowment Committee Member
• Eliot Society of Washington University
• Estate Planning Council of St. Louis
• Children’s Hospital Foundation, Gift Planning Committee

Julie has received recognition through awards or rankings noted above. Please see these required disclosures:

[1] Five Star Wealth Managers dated October 2022, 2021, 2020, 2019, 2018, 2017, September 2016, October 2015, February 2014, 2013, 2012 based on criteria such as merits, professional standards, and client retention issued by Five Star Professionals for time period ending July 2022, August 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, Neither Moneta nor the honoree paid any compensation in connection with obtaining or using this award. https://fivestarprofessional.com/public/wmresearch

[2] 2025 Forbes Best-in-State Wealth Advisors (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 – 6/30/24. Honoree awarded based on qualitative and quantitative data and factors such as service models, compliance records and industry experience and those that encompass best practice approach to working with clients. Neither Moneta nor the honoree paid any compensation in connection with obtaining or using this award. https://www.forbes.com/lists/best-in-state-wealth-advisors/