Plancorp, LLC
Becky Bone, AIF®, currently serves as a Retirement Plan Advisors - Relationship Manager at Plancorp, LLC, a firm renowned for its commitment to exceptional wealth management, transparent fees, and fiduciary responsibility to clients, since August 2013. Prior to this role, Becky held the position of Senior Associate in Private Wealth Management at UMB Financial Services, Inc. from November 1999 to August 2013. Becky has a Bachelor of Science in Business Administration from the University of Missouri-Saint Louis, where studies were completed between 1996 and 1997, and completed secondary education at Barry High School from 1989 to 1992.
Plancorp, LLC
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/.