Jeffrey Wist

Partner Jeff Wist uses his significant experience and the diverse skills of the Finerty Team to help clients achieve their unique financial goals by developing thorough and flexible financial plans.

Jeff earned his B.S. in Finance with a Minor in Economics from the University of Missouri – Columbia and his J.D. from University of Missouri School of Law. Before Moneta, Jeff was an attorney and practiced in the fields of business, commercial, banking and real estate litigation. He joined Moneta in 2011 as an Advisor.