CFP®, MBA
Wealth Manager
Email: kelsey.abbott@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Kelsey Take Financial AssessmentCFP®, MBA
Wealth Manager
Email: kelsey.abbott@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Kelsey joined Plancorp in 2020 as a Financial Planner. She has worked in the Wealth Management industry since 2013, where she specialized in investments and portfolio management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is passionate about providing individuals with customized comprehensive financial planning. Her desire to go above and beyond to help people achieve financial wellness has allowed her to build strong relationships with clients.
Outside of work Kelsey is avid about the outdoors, especially when it’s warm out. She enjoys hiking, golfing, live music, lounging by the pool and spending time with family and friends.
Wish Grantor for Make A Wish Foundation
Illinois College, B.S. in Accounting, Finance, and Management and Organizational Leadership
Southern Illinois University Edwardsville, M.S. in Business Administration
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