J.D., CFP®
Senior Wealth Manager
Email: susan.jones@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Susan Take Financial AssessmentJ.D., CFP®
Senior Wealth Manager
Email: susan.jones@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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!).
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