Client Service Consultant
Email: patti.jones@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentClient Service Consultant
Email: patti.jones@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Patti joined Plancorp in 2019 with more than 18 years of experience in the financial and banking industry. Most recently, she worked as a Bank Service Representative at Scottrade. Prior to that, she was a Relationship Associate in the Advisor Services division. Both roles built on Patti’s natural affinity for building strong relationships, a skill she brings to Plancorp clients in assisting them with their financial needs.
In her spare time, Patti likes to travel, read, explore new places and spend time with her family. A lifelong animal lover, she serves as a transport volunteer for the New England Brittany Rescue Animal Network and actively supports the Best Friends Animal Society.
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