Plancorp, LLC
Emily Jackson, CFP®, is a Wealth Manager at Plancorp, LLC, since July 2019, where Emily collaborates with clients to optimize their resources for achieving financial goals. Previous roles at Plancorp include Senior Financial Planner and Financial Planner, focusing on providing quality advice and experiences to clients. Emily gained experience as an Intern in the Human Resource department at Pathways Inc. in Kentucky from May 2015 to June 2019, handling various responsibilities related to workforce compensation and retirement benefits. Additionally, as a Financial Counselor at the Center for Financial Success from August 2017 to May 2019, Emily advised students on financial matters. Emily also completed a Planning Associate Internship at Plancorp in summer 2018, receiving comprehensive training in asset management and financial planning. Emily holds a Bachelor's of Science in Financial Planning and Services from the Gordon Ford College of Business at Western Kentucky University, obtained in 2019.
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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/.