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Susan Conrad

AIF®

Chief Client Experience Officer & Director of Retirement Plan Advisors

Susan Conrad

AIF®

Chief Client Experience Officer & Director of Retirement Plan Advisors

Biography

Susan moved from Memphis to St. Louis in 2011 to lead Plancorp’s Retirement Plan Advisors division. Equal parts businesswoman and southern belle, she brings both expertise and eloquence to her client relationships.

Susan has more than 25 years’ experience in the pension and retirement space, including 20 years at First Mercantile Trust (now a member of the MassMutual Financial Group). Her tenure at the firm armed her with a thorough understanding of the dollars and cents side of corporate retirement planning and importance of plan design.

Since moving from Memphis, Susan has enjoyed making St. Louis her home. She joined the Professional Women’s Alliance upon moving to the city and now serves as the group’s President Elect. In her free time, Susan likes to travel, explore new restaurants and spend time with friends and family.

Education
  • University of Memphis, BS in Accounting

Insights

What's Your Relationship Status with Money?

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?

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We Opened a New Office in San Jose

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.

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