Plancorp, LLC
Kyle Attarian, MBA, CFA, CFP®, AIF®, serves as a Senior Wealth Manager and Shareholder at Plancorp Wealth Management since September 2009, focusing on educating clients to enhance their financial engagement. Prior experience includes a role as Senior Financial Planner & Vice President at Morgan Keegan & Co Inc from June 2005 to September 2009, where foundational financial planning skills were developed. Additionally, Kyle served as a Graduate Assistant in the Executive MBA Program at the University of Memphis from July 2004 to May 2005, fostering academic relationships in finance. Earlier experience includes serving as a Senior Fiduciary Specialist at Marsh & McLennan Companies, Inc. from June 2001 to June 2004, while pursuing a bachelor's degree in Finance. Kyle holds an MBA in Finance and a BA in Finance from the University of Memphis.
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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/.