Plancorp, LLC
Susan Conrad has been the Chief Client Experience Officer and Director of Plancorp Retirement Plan Advisors at Plancorp, LLC since February 2011. Prior to this role, Susan held various positions at First Mercantile Trust Company from November 1987 to March 2011, including Vice-President of Business Development, National Sales Director, Southeast Regional Sales Director, Relationship Manager, and Plan Administrator. Susan Conrad earned a Bachelor of Science in Accounting from The University of Memphis between 1984 and 1988.
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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/.