Account Login
Operations Specialist
Operations Specialist
Meredith joined Plancorp in 2013, bringing with her nearly 10 years of experience in client service, management and operations. As part of the Operations team, she manages everything from cost basis reconciling and quarterly billing to updating accounts and website content. No two days are the same, but she enjoys the fast-paced environment and opportunity to find creative solutions.
When she’s not at the office, you can find Meredith at barre class, making jewelry, traveling or cheering on her St. Louis Cardinals.
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?
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.
Emails with the latest financial tips & insights.
No spam. Unsubscribe anytime.
At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
Headquarters
540 Maryville Centre Dr, Suite 105
St. Louis, MO 63141
Nashville Office
3102 West End Ave, Suite 400
Nashville, TN 37203
Sarasota Office
5114 Station Way
Sarasota, FL 34233
San Jose Office
75 E. Santa Clara, Suite 600
Office Number 05-150
San Jose, CA 95113