Cfp® Emily Jackson

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.