Julie E. Bahr

Managing Director

MBA, AWMA®, CFP®

Julie Bahr places the utmost importance on providing clients with personal care and service when helping them plan for a successful financial future.

Throughout her career, Julie has used her significant experience and expertise to help clients simplify the many complexities of their financial lives. By placing a heavy emphasis on closely understanding each family's values, Julie develops a plan that best achieves their financial goals. "The relationship between an advisor and a client is a very personal one," she says. "Together, we discern their specific needs and goals and schedule regular meetings to achieve their financial success: each member of our team takes pride in going above and beyond for every client and addressing any problem or need that may arise along the way." As a result of Julie's professional excellence and philanthropic dedication, she was named to St. Louis Business Journal's prestigious '40 under 40' list in 2011. She has also been recognized with the FIVE STAR Wealth Manager Award for exceptional expertise and commitment to client satisfaction annually since 2013.

Julie earned her B.S. in Business Administration from the University of Missouri – Columbia and her MBA from Maryville University. She oversaw mutual fund operations for Edward Jones, was the management assistant at Anheuser-Busch Employees Credit Union, and served as President and CEO of the Missouri Student Financial Credit Union in Columbia, Mo. She brought her experience to Moneta Group in 2001, where she worked until joining Clayton Financial Group as Managing Director in 2015. Outside of the office, Julie is an active member of the civic community and enjoys volunteering for many different charities, reading and traveling with her family. She resides in Town and Country with her husband, Marc, and their children.

(314)-446-3253