Financial Planners

Chad Frazier

CFP®, AIF®

Wealth Manager

Chad Frazier

CFP®, AIF®

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

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

Read More
The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

Read More
Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.