Senior Financial Planner & Client Service Supervisor
Email: kelly.williams@plancorp.com | Phone: (636) 532-7824
Meet With Kelly Take Financial AssessmentSenior Financial Planner & Client Service Supervisor
Email: kelly.williams@plancorp.com
Phone: (636) 532-7824
Kelly joined Plancorp in 2021 as a Senior Financial Planner. She brings over a decade of experience within the financial and customer service industry making her a great addition to the Plancorp team. Kelly is a St. Louis native and worked in the restaurant industry before transitioning to financial services. Her experience as a Client Service Manager and Retail Banking Manager help serve her clients.
As an avid animal lover, Kelly spends her free time volunteering at local animal shelters. She also enjoys spending time with her family, friends, and three pets.
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