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Plancorp Wealth Management Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Plancorp Wealth Management is a mid-sized financial services firm registered as an investment adviser. Based in St. Louis, Missouri, it was founded in 1983 and serves individuals, families, and businesses with complex financial needs. It emphasizes transparency and operates under a fiduciary model, with fees paid by clients and a legal obligation to act in their best interests. Its advisory scope includes taxes, retirement planning, investments, estate planning, and charitable giving, with experienced planners handling the breadth of financial planning and wealth management. The firm prioritizes evidence-based planning over short-term market timing, aiming to provide a structured roadmap for clients to manage and protect their finances. In March 2026, Plancorp completed the acquisition of Regency Investment Advisors, expanding its independent advisory footprint.

Find Plancorp Wealth Management employees' phone numbers or email addresses

Plancorp Wealth Management Global Highlights

Location
Employees

North America
145

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  • United States Of America
    144
  • Canada
    1

Plancorp Wealth Management's Leadership

  • Chief Legal And Compliance Officer at Plancorp Wealth Management
    J. J. S.
    Chief Legal And Compliance Officer
    Mobile Phone
  • Chief Operating Officer at Plancorp Wealth Management
    G. B.
    Chief Operating Officer
    Mobile Phone
  • Senior Vice President at Plancorp Wealth Management
    J. W.
    Senior Vice President
    Mobile Phone
  • Regional Director at Plancorp Wealth Management
    T. F.
    Regional Director
    Mobile Phone
  • Senior Wealth Manager at Plancorp Wealth Management
    M. D.
    Senior Wealth Manager
    Mobile Phone
  • Wealth Manager at Plancorp Wealth Management
    J. K. C.
    Wealth Manager
    Mobile Phone
  • Life And Investment Business Manager at Plancorp Wealth Management
    C. E.
    Life And Investment Business Manager
    Mobile Phone
  • Senior Wealth Manager at Plancorp Wealth Management
    L. H.
    Senior Wealth Manager
    Mobile Phone

Plancorp Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Human Resources
  • Business
  • Other
  • Program & Project Management
  • Consultant
  • Accounting

Contact profiles from Plancorp Wealth Management

Name
Title
Contact
Location
Last Update
  • Portfolio Administrator at Plancorp Wealth Management
    N. R. A.
    Portfolio Administrator
    Mobile Phone
    Jun 27, 2026
  • Client Service Representative at Plancorp Wealth Management
    D. D.
    Client Service Representative
    Mobile Phone
    Apr 25, 2025
  • Portfolio Analyst at Plancorp Wealth Management
    E. J.
    Portfolio Analyst
    Mobile Phone
    Oct 18, 2024
  • Freelance Content Marketing Writer at Plancorp Wealth Management
    J. B.
    Freelance Content Marketing Writer
    Mobile Phone
    Oct 18, 2024
  • Family Office Assistant at Plancorp Wealth Management
    K. H.
    Family Office Assistant
    Mobile Phone
    Jun 08, 2026
  • Portfolio Analyst at Plancorp Wealth Management
    R. R.
    Portfolio Analyst
    Mobile Phone
    Sep 26, 2024

Frequently Asked Questions

What is Plancorp Wealth Management known for?

Minus sign iconPlus sign iconPlancorp Wealth Management was founded in 1983 and operates in the Financial Services industry. You can contact Plancorp Wealth Management's main corporate office by phone at
+1-636-532-****
. Explore Plancorp Wealth Management's company overview page for more information.

What is Plancorp Wealth Management's most common email format?

Minus sign iconPlus sign iconPlancorp Wealth Management employees' email format typically follows the pattern of First@plancorp.com. Trying to find reliable and up-to-date employee contact data? Find more Plancorp Wealth Management email formats with LeadIQ.

How many employees does Plancorp Wealth Management have currently?

Minus sign iconPlus sign iconPlancorp Wealth Management has approximately 121 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Plancorp Wealth Management's key employees and leadership?

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As of August 2026, Plancorp Wealth Management's key employees include:

  • Chief Legal And Compliance Officer: J. J. S.
  • Chief Operating Officer: G. B.
  • Senior Vice President: J. W.
  • Regional Director: T. F.
  • Senior Wealth Manager: M. D.

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