Financial Planners

Jessie Weiss


Wealth Manager

Jessie Weiss


Wealth Manager


Jessie first joined the Plancorp team as a summer intern during her college years. Her strong work ethic, financial acumen and friendly personality made quite an impact, and we were thrilled to welcome her back full time in 2013.

Jessie earned her BSBA in Finance at St. Louis University’s Richard A. Chaifetz School of Business. After graduating, Jessie worked as a Credit Analyst at The Business Bank of Saint Louis and a Treasury Analyst at Saint Louis University (SLU). She earned her MBA with a concentration in management while working at the University.

Jessie and her husband, Joe, are avid travelers with their favorite destinations being Italy or one of our beautiful National Parks. While in town, she can be found entertaining, cooking, trying new restaurants or playing with her goldendoodle, Coffee. She is also the proud Aunt of 10 nieces and nephews and enjoy spending time with them as well as other family and friends.

Awards and recognitions
  • Plancorp Financial Planning Committee, Voting Member, 2018 - Present
Community Involvement

1. Nurses for Newborns, Board Member, 2018 – Present

2. St. Louis University Richard A. Chaifetz School of Business Alumni Engagement Board, Board Member, 2017 – Present

  • Membership Committee, 2017 – Present

3. Visitation Academy Alumnae Association

  • Member, 2013 – Present
  • Class Representative, 2013 – Present

4. The Breast Trivia Night Ever

  • Volunteer Committee, 2017
  • Finance Committee Co-Chair, 2014-2016

5. St. Louis University Young Alumni Advisory Board, Board Member, 2009-2013

  • Marketing Chair, 2010-2013
  • St. Louis University, BSBA, Finance, 2007
  • St. Louis University, MBA, Concentration in Management, 2012
  • Accredited Investment Fiduciary®, 2016 - Present


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.