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Patti Jones

Client Service Representative

Patti Jones

Client Service Representative

Biography

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.

Awards and recognitions
  • Named YWCA Leader in the Workplace - 2017
Community Involvement
  • Transport volunteer for the New England Brittany Rescue Animal Network
  • Supporter of the Best Friends Animal Society
Education
  • Columbia College, Associates Degree in General Studies; Certificates in Human Resources Management and Business Management

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