CFP®
Wealth Manager
Email: emily.jackson@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Emily Take Financial AssessmentCFP®
Wealth Manager
Email: emily.jackson@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Emily joined the team in 2019 as a Financial Planner. She was confident it was the right fit after completing an internship with Plancorp the summer of 2018, which gave her great experience for the role she’s currently in. Her college education revolved around what it means to be a fiduciary and how she can best help the people she meets.
After growing up on a farm in the middle-of-nowhere in Kentucky, Emily attended Western Kentucky University, where she found her passion for personal finance. While at WKU, she served on the executive board of the student chapter of the Financial Planning Association, where she supported a group of peers as they bettered their interpersonal skills and actively networked at annual national conferences. She also worked at the Center for Financial Success as a Financial Coach to other students, sharing her planning knowledge with others and ensuring they were taking the right steps toward financial independence.
Outside of work Emily enjoys reading, hiking, bantering with friends, and planning future trips. She is always eager to meet new people and get involved in the community!
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163