Advisors at this firm
Patrick B
Series 63, Series 65
St Louis, MO
Monetary Management Group Inc
Patrick Bruno is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Monetary Management Group since 2006 and spent one year at Moloney Securities Co., Inc. prior to that. Monetary Management Group is a four-advisor team managing approximately $492 million for about 146 clients, including individuals, trusts, retirement plans, Taft-Hartley plans, and institutional accounts. The firm provides discretionary investment management through a wrap fee program and manages portfolios in-house, tailoring them to client risk tolerance, time horizon, and restrictions.
John B
Series 63, Series 65
St Louis, MO
Monetary Management Group Inc
John Blixen is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Monetary Management Group since 2002, working within a four-advisor team. Monetary Management Group serves individuals, high net worth clients, trusts, retirement plans, Taft-Hartley plans, and other institutional accounts, managing approximately $492 million across about 146 clients. The firm provides discretionary investment management through a wrap fee program with in-house portfolio management tailored to client risk tolerance and time horizon.
Tom W
Series 63, Series 65
St Louis, MO
Monetary Management Group Inc
Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Monetary Management Group since 1998 and also has experience with Moloney Securities Co., Inc. Wright is a licensed insurance producer with qualifications in accident and health, casualty, life, property, and variable life and annuity insurance through NEC Insurance. Monetary Management Group is a four-advisor team managing approximately $492 million for about 146 clients, including individuals, trusts, retirement plans, Taft-Hartley plans, and institutional accounts. The firm provides discretionary investment management through a wrap fee program with in-house portfolio management tailored to client risk tolerance and time horizons.
George B
CFA®, Series 63, Series 65
St Louis, MO
Monetary Management Group Inc
George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience. He has been with Monetary Management Group Inc in St. Louis, MO since 2013, working as part of a four-advisor team. Monetary Management Group serves individuals, trusts, retirement plans, Taft-Hartley plans, and other institutional accounts, managing approximately $492 million for about 146 clients. The firm provides discretionary portfolio management through a wrap fee program, handling investment decisions in-house and tailoring portfolios based on client risk tolerance and time horizon.