Meghan Dorsey

CPA, CFP®
mdorsey@monetagroup.com
(314) 735-9057
Meg brings more than a decade of specialized expertise serving high-net-worth families and individuals to her role as an advisor. Prior to joining Moneta, Meg worked for more than six years at Commerce Trust Company. In this position, she engaged with high-net-worth individuals to provide tax planning and compliance services, as well as assisting clients with their philanthropic and planned-giving strategies.

She began her career in the tax division of national accounting firm RSM. She subsequently transferred from the firm’s Chicago to its St. Louis office, continuing to work primarily with corporate clients and high-net-worth individuals.

Meg holds a Master of Accounting from St. Louis University and a Bachelor of Science, degree in accountancy from University of Notre Dame. She is a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner and a member of both the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. A resident of Clayton, Meg often volunteers at St. Agnes Home in her spare time and is a member of Angels’ Arms Junior Board. She also enjoys traveling, going to the theatre and attending concerts.

EDUCATION

  • B.S., Accountancy, University of Notre Dame
  • M.S., Accounting, Saint Louis University

PROFESSIONAL DEVELOPMENT

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP)
  • Member MOCPA

COMMUNITY INVOLVEMENT

  • Angel’s Arms, Junior Board Member
  • St. Agnes, Volunteer