ST. LOUIS—March 8, 2013—Clayton-based Moneta Group, LLC (“Moneta”), a provider of long-term financial advisory services to successful families and businesses, has named Anthony Dorn a principal of the firm.
Dorn, a CERTIFIED FINANCIAL PLANNER™, began his career at Moneta in 2002. During the first ten years of his tenure, he was a professional consultant, using his skills in financial planning and his commitment to developing long-term relationships with his clients to help build his team’s practice.
Dorn has a B.S. in Financial Planning from the University of Missouri-Columbia and an MBA from Maryville University. Prior to joining Moneta , he worked as an investment representative with Edward Jones. In addition to his work with Moneta , he spends his time acting as a financial counselor for United States military families in need as part of the Department of Defense’s initiative to provide financial education to our soldiers. He is also president of The Mizzou Tiger Club St. Louis, and serves on the board of Support Dogs, Inc., which provides skilled assistance dogs to individuals with disabilities.
Dorn brings the total of Moneta principals to 35. He says his ability to understand people, listen and develop meaningful relationships makes a difference to his clients. “Life isn’t perfect. Working with clients to help navigate challenges in order to achieve their long-term goals is what keeps me excited about my work,” he says.
Moneta CEO Gene Diederich says Dorn’s career path is an important part of the firm’s dedication to organic growth. “We are committed to providing talented individuals like Tony a dynamic and challenging career path, including the opportunity to become principals. It provides a wonderful continuity for our clients and is an embodiment of the core values of our firm,” he says.
About Moneta Group
Headquartered in Clayton, Missouri, Moneta Group through its investment advisory subsidiary Moneta Group Investment Advisors, LLC, provides financial advisory services to successful families and businesses. Founded in 1869, the firm’s primary role is serving as a fiduciary for our clients. We help our clients negotiate the many complexities encountered in managing their financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As of 2012, the firm manages more than $11 billion in assets on behalf of its clients. For more information on Moneta Group, visit www.monetagroup.com.