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Merilee Mulvaney

Executive Assistant

Merilee Mulvaney

Executive Assistant

Biography

Meril arrived at Plancorp in 2001 as an Executive Assistant. Her experience, which spans both the medical and corporate realms, has given her a sharp eye for detail and an enviable skill set in finding creative solutions.

Originally a medical assistant for a pediatrician in Alton, Meril decided she’d rather pursue a role in business and became a secretary for KPMG Peat Marwick. Eventually, she moved up to the position of Administrative Assistant to four partners and eight managers in the tax department. She went on to work as an Executive Assistant at LMI Aerospace before joining Plancorp.

Outside of work, Meril enjoys sports, reading, shopping, traveling and spending time with friends and family.

Community Involvement
  • Volunteer for Little Bit Foundation

Insights

What's Your Relationship Status with Money?

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?

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We Opened a New Office in San Jose

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.

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