Account Login
J.D.
Chief Compliance Officer
J.D.
Chief Compliance Officer
Also the Chief Legal and Compliance Officer for our sister company, BrightPlan, Sayed brings more than 25 years of legal and business experience to his role as Plancorp’s Chief Compliance Officer. Most recently, Sayed was the Chief Legal Officer and Executive Vice President of Corporate Development for Polycom, Inc., where he helped guide the company through its sale to private equity firm Siris Capital Group.
In his dual role, Sayed supports both the Plancorp and BrightPlan teams in all things compliance. From leading enterprise compliance initiatives to designing and implementing policies and procedures, Sayed helps us stay within regulations and retain our culture of Compliance. He joined both firms in 2017.
When not at work, Sayed enjoys running, traveling and spending time with his family (including their black lab, Ellie). Although an aficionado of music, he doesn’t currently play an instrument, and hopes to one day learn to play the piano.
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.
Emails with the latest financial tips & insights.
No spam. Unsubscribe anytime.
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