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Executive Assistant
Executive Assistant
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.
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.
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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