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Joan Green

Client Service Representative

Joan Green

Client Service Representative

Biography

Joan, better known as Joni, came to Plancorp in 2011 with significant experience in banking and finance. Here, she draws on that expertise to prepare and process paperwork necessary for account transfers, money movement requests and establishing new accounts.

Joni graduated from Missouri State University before delving into the world of banking. Prior to Plancorp, she worked as a financial administrative assistant at Edward Jones and a small registered investment advisor firm in St. Louis. These roles helped her develop her talent for client service and expand her knowledge of finance. Today, these skills allow her to provide any type of administrative support that helps our clients meet their financial goals.

In her spare time, Joni enjoys spending time with family, traveling and working on her house.

Education
  • Missouri State University, BS in Home Economics with a Clothing/Textile specialization

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?

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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.

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