Sean Follis, Cfp®
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Sean Follis, Cfp® Email & Phone Number

Advisor at KMB Team Moneta
Location: St Louis, Missouri, United States 3 work roles 1 school
1 work email found @monetagroup.com 2 phones found area 314 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@monetagroup.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
KMB Team Moneta
Role
Advisor
Location
St Louis, Missouri, United States
Company size
605 employees

Who is Sean Follis, Cfp®? Overview

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Quick answer

Sean Follis, Cfp® is listed as Advisor at KMB Team Moneta, a company with 605 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at monetagroup.com, phone signal with area code 314, and a matched LinkedIn profile for Sean Follis, Cfp®.

Sean Follis, Cfp® previously worked as Advisor at Moneta Group. Sean Follis, Cfp® holds Bachelor'S Degree, Finance from Missouri State University.

Company email context

Email format at KMB Team Moneta

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*@monetagroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for Sean Follis, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sean Follis, Cfp®

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.

Listed skills include Estate Planning, Portfolio Management, College Education Planning, Client Services, and 5 others.

Current workplace

Sean Follis, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

KMB Team Moneta
Kmb Team Moneta
Advisor
St. Louis, MO, US
Website
monetagroup.com
Employees
605
AeroLeads page
Company profile
View company profile Email format
3 roles

Sean Follis, Cfp® work experience

A career timeline built from the work history available for this profile.

Advisor

Current
Kmb Team Moneta

Greater St. Louis Area

We help our clients and their families make sound financial decisions. This is the core business of the Kukla McGinnis Brown Team. On the surface, it appears that all financial advisors make the same promises. We differentiate ourselves in the industry in three key ways:We help our clients establish and implement a plan that is in line with their goals..

Feb 2000 - Present

Advisor

Current
Moneta Group

Saint Louis, Missouri

Moneta, the Midwest’s largest fee-only RIA with more than 300 employees and $20 billion in AUM, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate.

Feb 2000 - Present
Team & coworkers

Colleagues at KMB Team Moneta

Other employees you can reach at monetagroup.com. View company contacts for 605 employees →

AK Ally Kell, Cfp® Ally Kell, Cfp® Colleague at Kmb Team MonetaGreater St. Louis, United States View → RW Ron Wienstroer Ron Wienstroer Colleague at Kmb Team MonetaGreater St. Louis, United States View → PS Peter Schick, Cfp® Peter Schick, Cfp® Colleague at Kmb Team MonetaSt Louis, Missouri, United States, United States View → LP Lori P. Lori P. Colleague at Kmb Team MonetaSt Louis, Missouri, United States, United States View → MI Meondra Irons, Mba Meondra Irons, Mba Colleague at Kmb Team MonetaGreater St. Louis, United States View → AR Anniece Robinson Anniece Robinson Colleague at Kmb Team MonetaSt Louis, Missouri, United States, United States View → DT Danton Troyer, Cfp® Danton Troyer, Cfp® Colleague at Kmb Team MonetaSt Louis, Missouri, United States, United States View → CH Cameryn Hankammer, Cpa Cameryn Hankammer, Cpa Colleague at Kmb Team MonetaGreater St. Louis, United States View → KW Kevin Ward, Cfp® Kevin Ward, Cfp® Colleague at Kmb Team MonetaChicago, Illinois, United States, United States View → JF Jennifer Freebersyser Jennifer Freebersyser Colleague at Kmb Team MonetaGreater St. Louis, United States View →
1 education record

Sean Follis, Cfp® education

FAQ

Frequently asked questions about Sean Follis, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sean Follis, Cfp® work for?

Sean Follis, Cfp® works for KMB Team Moneta.

What is Sean Follis, Cfp®'s role at KMB Team Moneta?

Sean Follis, Cfp® is listed as Advisor at KMB Team Moneta.

What is Sean Follis, Cfp®'s email address?

AeroLeads has found 1 work email signal at @monetagroup.com for Sean Follis, Cfp® at KMB Team Moneta.

What is Sean Follis, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 314 for Sean Follis, Cfp® at KMB Team Moneta.

Where is Sean Follis, Cfp® based?

Sean Follis, Cfp® is based in St Louis, Missouri, United States while working with KMB Team Moneta.

What companies has Sean Follis, Cfp® worked for?

Sean Follis, Cfp® has worked for Kmb Team Moneta and Moneta Group.

Who are Sean Follis, Cfp®'s colleagues at KMB Team Moneta?

Sean Follis, Cfp®'s colleagues at KMB Team Moneta include Ally Kell, Cfp®, Ron Wienstroer, Peter Schick, Cfp®, Lori P., and Meondra Irons, Mba.

How can I contact Sean Follis, Cfp®?

You can use AeroLeads to view verified contact signals for Sean Follis, Cfp® at KMB Team Moneta, including work email, phone, and LinkedIn data when available.

What schools did Sean Follis, Cfp® attend?

Sean Follis, Cfp® holds Bachelor'S Degree, Finance from Missouri State University.

What skills is Sean Follis, Cfp® known for?

Sean Follis, Cfp® is listed with skills including Estate Planning, Portfolio Management, College Education Planning, Client Services, Risk Management, Customer Service, Retirement Planning, and Wealth Management.

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