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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

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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