View in portrait for best experience

Kyle DeWitt

Advisor

Kyle DeWitt is an Advisor with the Sheehan Steffens Akins Han Team at Moneta with extensive experience in the legal and financial fields. He helps clients with estate planning, liquidity events, and multi-generational family wealth planning.   

Before joining Moneta, Kyle worked as an advisor at one of the largest banks in the United States, as well as a local community bank in St. Louis. Prior to entering wealth management, Kyle practiced law specializing in estate planning, administration, probate and estate settlement, will contests, and family law.   

Kyle earned his Juris Doctorate from the Indiana University Robert H. McKinney School of Law and his B.S. in Finance and Accounting from the Indiana University Kelley School of Business in Bloomington, Indiana, with a minor in Spanish. Kyle is a licensed attorney but does not practice law in his current role.   

Kyle joined Moneta and the Sheehan Steffens Akins Han Team because of their independence and dedication to doing what is best for clients. He has a passion for partnering with clients to help them simplify even the most complex scenarios into organized, digestible, and comprehensible concepts. Kyle is committed to helping families build impactful legacies and accomplishing goals that align with the values most important to them.   

Kyle serves as a board member of Healing Action Network of St. Louis and dedicates his free time to the St. Louis and surrounding community. He also enjoys spending as much time outdoors as possible and traveling with his family and dogs.   

  • Board of Directors – Healing Action Network of St. Louis
  • Estate Planning Council of St. Louis 
  • Indiana Bar  

A WEALTH OF INFORMATION

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

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 ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

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

May 19, 2025

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

Disaster Response 

Disaster Response 

May 19, 2025

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

VIEW ALL ARTICLES

Let’s make every moment count together…