AFC®
Senior Financial Planner
Email: jackie.kelly@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentAFC®
Senior Financial Planner
Email: jackie.kelly@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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.
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