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Sean Follis

Advisor

CFP®

Sean Follis is passionate about putting the needs of his clients first. He enjoys getting to know his clients’ personalities and learning about their goals in order to deliver the highest level of service.

In 1996, Sean graduated from Missouri State University with a Bachelor’s Degree in Finance. He then worked for several mortgage and automotive lenders and as an agent with Mass Mutual Life Insurance. After joining Moneta, Sean earned his CERTIFIED FINANCIAL PLANNER™ designation in order to deepen his technical knowledge.

Family time is valuable to Sean. He and his wife have two sons. Their oldest graduated from Knox College in December 2017 and the other graduated from Kansas City Art Institute in 2023.

Sean enjoys studying woodturning and is a member of the Woodturners of St. Louis Club. He is an avid sports fan and enjoys projects in his nearly 100-year-old South St. Louis home.

  • CERTIFIED FINANCIAL PLANNER®

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Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

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ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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