Executive Assistant
Email: merilee@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentExecutive Assistant
Email: merilee@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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.
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