Savanna Lee Cawvey

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2025 → 07/2025
  Applebees
  Waterloo, IL
• 01/2025 → 05/2025
  Mizzou Campus Dining
  Columbia, MO
• 01/2025 → 05/2025
  Adventure Club
  Columbia, MO
• 12/2024 → 01/2025
  Stifel
  Waterloo, IL
• 08/2024 → 12/2024
  Adventure Club
  Columbia, MO
• 06/2024 → 08/2024
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2024 → 06/2024
  Applebees
  Waterloo, IL
• 01/2024 → 05/2024
  Hawaiian Bro's
  Columbia, MO
• 12/2023 → 01/2024
  Applebees
  Waterloo, IL
• 08/2023 → 12/2023
  Hawaiian Bros
  Columbia, MO
• 05/2023 → 08/2023
  Monroe County Ymca
  Waterloo, IL
• 07/2020 → 08/2023
  Applebees
  Waterloo, IL
• 08/2018 → 05/2022
  Waterloo High School
  Waterloo, IL
• 08/2015 → 08/2018
  Waterloo Junior High
  Waterloo, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09