Financial Planners
Operations

Joan Green

Client Service Representative

Email: joan@plancorp.com |  Phone: (636) 532-7824 |  Connect on Linkedin

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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