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Jessie Weiss

MBA, CFP®, AIF®

Wealth Manager

Jessie Weiss

MBA, CFP®, AIF®

Wealth Manager

Biography

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

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

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