Andrew Bouquet

Andrew Bouquet, J.D., CFP®, CEPA®, is a dedicated professional who focuses on building strong, long-term relationships with his clients to create a positive impact in their financial lives.

With a background in law and finance, Andrew provides comprehensive financial planning services at Moneta, addressing various financial aspects such as cash management, investments, real estate, retirement planning, insurance, tax strategies, employee stock options, and estate planning.

Andrew specializes in assisting business owners through the sales process of their businesses, aiming to maximize sale proceeds while minimizing tax implications.

Education-wise, Andrew Bouquet holds a Juris Doctorate (J.D.) with a Concentration in Taxation from Saint Louis University School of Law, a B.S. in Finance and Spanish from the University of Dayton, and has studied International Business, Spanish, and Negotiation at Universidad Pontificia Comillas.

His professional journey includes roles such as Advisor and former Client Service Manager at Moneta Group, Legal Extern at Saint Louis Zoo, Corporate Legal Intern at SunEdison, Law Clerk at Lowenhaupt & Chasnoff, LLC, Faculty Fellow for Professor Kerry A. Ryan at SLU LAW, as well as various internships in sales, operations, finance, and accounting.