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Susan Wofford Jones
Director Of Tax & Strategic Wealth Transfer | Shareholder at Plancorp Wealth Management
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Work Experience
Aug 2021 - Present · 3 years and 4 months
Director Of Tax & Strategic Wealth Transfer | Shareholder
Oct 2024 - Present · 2 months
Senior Wealth Manager & Shareholder
Aug 2021 - Sep 2024 · 3 years and 1 months
Partner
Jun 2018 - Jul 2021 · 3 years and 1 months
Company Details
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.
Year Founded
1983
Social Media
LinkedinFacebook
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
540 Maryville Centre Dr., Suite 105 St. Louis, MO 63141, US
Keywords
Investment ManagementFinancial PlanningAsset ManagementRetirement Plan AdvisingBusiness Advisory ServicesFamily Office ServicesFiduciary InvestingEstate PlanningEndowments & FoundationsTax Planning
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