Get Started
Financial Planners

Chad Frazier

CFP®, AIF®

Senior Wealth Manager

Chad Frazier

CFP®, AIF®

Senior Wealth Manager

Biography

When Chad joined Plancorp in 2002, he brought with him a background in accounting, an unwavering commitment to clients—and a healthy dose of southern charm. Originally from Mississippi, his laid-back demeanor is a great complement to his attention to detail, especially considering his role as Wealth Manager.

Chad made the Midwest move in 1998, joined Plancorp in 2002 and hasn’t looked back since, although he still makes it back to Mississippi at least twice a year to visit family.

Outside of work, Chad enjoys firing up the grill with his family, playing basketball, golf and traveling.

Community Involvement
  • Secretary, St. Louis Young Variety Board, 8/2006 – 6/2009
  • Member, St. Louis Young Variety Board, 8/2003 – 6/2009
  • Christ the King Church Finance Committee 2017 – present
Education
  • B.S. Accounting, Spring Hill College, Mobile, AL 1997

Insights

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

Read More
Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

Read More
Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.