Financial Planners

Susan Jones

J.D., CFP®

Senior Wealth Manager

Email: susan.jones@plancorp.com |  Phone: (636) 532-7824 |  Connect on Linkedin

Meet With Susan Take Financial Assessment

Susan Jones

J.D., CFP®

Senior Wealth Manager

Email: susan.jones@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin

Meet With Susan Take Financial Assessment
Biography

For over twenty years, Susan has passionately provided wealth management services to individuals, families, fiduciaries, private foundations and their related entities with a focus on sophisticated income, gift and estate tax consulting and compliance, proactive executive compensation planning and succession planning. Susan understands the many facets involved in creating a successful multi-generational family legacy and uses a forward-looking approach to help clients grow and preserve assets, reduce taxes and realize both their financial and non-financial goals.

Susan’s experience includes practicing law in the tax and estate planning area with an international law firm and, most recently, as a partner with a national accounting firm where in addition to her direct client work Susan served as the North Region leader for the Private Client group and as the Tax Director for the Missouri and Southern Illinois offices. After collaborating with Plancorp advisors for many years and respecting Plancorp’s holistic and comprehensive approach to wealth planning, Susan was excited to join the Plancorp team in the summer of 2021.

A lifelong St. Louisan, Susan, her husband, Scott, and their children recently relocated to sunny Highland Beach, Florida. Outside of work, Susan enjoys cooking and boating (though she’s still a novice captain!).

Community Involvement
  • Estate Planning Council of Greater St. Louis, member 2013 - Present
  • STEP, Program Chair – member, 2018 – Present, Program Chair, 2018 - 2020
  • Magic House, Board Member and Development Committee Chair, 2016 – 2020
  • Mercy Planned Giving Advisory Committee, 2016 – 2018
  • United Way of Greater St. Louis Women’s Leadership Society Cabinet, 2013 – 2016
Education
  • Washington University School of Law, J.D., 1999
  • St. Louis University, B.S.B.A. Finance, 1996

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