Financial Planners

Jackie Kelly


Senior Financial Planner

Email: |  Phone: (636) 532-7824 |  Connect on Linkedin

Schedule a Consultation Take Financial Assessment

Jackie joined Plancorp as a Senior Financial Planner in January of 2023. She is an Accredited Financial Counselor® (AFC®) and has a diverse professional background. She brings with her several years of financial planning experience, and years of previous experience leading and supporting multi-disciplinary teams and working closely with clients and organizations to find resources, achieve goals and overcome challenges. Jackie truly believes “where there is a will, there is a way.”

As an Army brat who lived in many cities before she entered college, she began her career in St. Louis and New York City in financial services as part of an account team, delivering market data to investment banks. After leaving New York, Jackie became a military spouse and pivoted her career to support military service members and their families, including military unit support during war deployments, program and project management focused on social services and marketing.

Throughout her life, Jackie has lived in many cities within the United States and Europe. She is bilingual in German and loves traveling with her husband and trying new foods along the way. She also enjoys spending time in the “country” with her family, cooking, and is an avid (novice) tennis player.

Community Involvement
  • Member of InspireHer: Plancorp Women’s Initiative
  • Diversity, Equity & Inclusion Task Force Member, Association for Financial Counseling & Planning Education®
  • University of Missouri – Columbia, Bachelor of Arts in Interdisciplinary Studies with a Concentration in Business & German