Each quarter, Plancorp publishes a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q1 edition, and feel free to share with family, friends or colleagues.
A St. Louis native, Julie returned to her hometown to join the Plancorp team as Marketing Manager in 2016. Julie graduated magna cum laude from the University of Missouri-Columbia. She then spent two years in San Francisco, working in both agency and consultant roles to manage her clients’ content, advertising, PR and event marketing campaigns.
At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.