Andrew Bouquet

Family CFO - Advisor at Moneta

Andrew Bouquet is an Advisor at Moneta Group, a premier wealth management firm based in the Greater St. Louis area.1 2 He joined Moneta in October 2014 and has been serving as an Advisor since May 2018.2

Professional Background

Andrew's professional journey at Moneta Group includes:

Advisor (May 2018 - Present)
Client Service Manager (October 2014 - May 2018)

Prior to joining Moneta, Andrew gained experience in various legal roles:

Legal Extern at Saint Louis Zoo (August 2014 - December 2014)
Corporate Legal Intern at SunEdison (May 2014 - August 2014)
Law Clerk at Lowenhaupt & Chasnoff, LLC (May 2013 - May 2014)

Education and Certifications

Andrew holds several professional qualifications:

Juris Doctorate (J.D.) from Saint Louis University School of Law (2015)1
CERTIFIED FINANCIAL PLANNER™ (CFP®) certification (June 2017)2
Missouri Law License (September 2015)2
B.S. in Finance and Spanish, summa cum laude, from the University of Dayton (2012)1

Professional Approach

Andrew joined Moneta with the goal of developing close, lasting relationships with his clients and making a positive impact in their lives.1 He aims to be a trusted advisor for the families he works with, handling various financial issues including:

Cash management
Retirement planning
Tax planning
Estate planning (with a particular affinity due to his legal background)

Personal Interests

Outside of his professional life, Andrew is passionate about:

Hunting and wildlife conservation
Spending time on his family's farm in Pike County, Missouri
Serving as Treasurer for the St. Louis Chapter of Quail Forever, a nonprofit organization1