Financial Planners

Kelly Williams

Senior Financial Planner

Email: kelly.williams@plancorp.com |  Phone: (636) 532-7824

Meet With Kelly Take Financial Assessment

Kelly Williams

Senior Financial Planner

Email: kelly.williams@plancorp.com
Phone: (636) 532-7824

Meet With Kelly Take Financial Assessment
Biography

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.

Education
  • Lindenwood University – Bachelor of Science in Business