Nicole BaileyCFP®, CPA, MAcc
Nicole earned her Bachelor of Accountancy and Master of Accountancy degrees from Southern Illinois University—Carbondale. Prior to joining Moneta in 2009, Nicole worked at KPMG in the Federal Tax Department, where she worked with high net worth individuals and privately held financial institutions. Looking to expand her challenging and interesting work to all areas of a client’s life, she joined the Pietroburgo Team at Moneta.
Nicole passionately pursues the best long-term outcome for her clients, her team and the firm. Helping families plan for their children, watching them grow up and then serving those future generations directly is one of the most rewarding aspects of Nicole’s role as a Family CFO. Nicole’s rise as a next-gen leader at Moneta generated fresh energy and progress internally while building trust and confidence amongst the families she serves.
As a trustee of the Moneta Group Charitable Foundation, she rallies behind the mission of Foundation which provides funding for 501(c)(3) organizations with a primary focus on children, education, the elderly, and/or community needs.
Outside of Moneta, Nicole is an active board member of the American Red Cross, Greater St. Louis and co-chairs the Biomedical and Society of Women Leaders Committees. The Red Cross’ mission to prevent and alleviate human suffering in the face of emergencies has always motivated Nicole. When asked about giving back, Nicole said, “Every little act of kindness helps build a better community. That’s what motivates people and gets them involved. Being ethical, moral and a good person and going out of your way to say hello to a stranger all helps to build a better community.”
Nicole also prioritizes self-care and enjoys a variety of fitness activities, including weightlifting and spinning. In addition, she and her husband enjoy traveling and spending time with family and friends at their farm.
- CERTIFIED FINANCIAL PLANNERTM
- Certified Public Accountant
- Board Member, American Red Cross, Greater St. Louis
- Moneta Group Charitable Foundation Trustee
- Board Member of the St. Louis Club