Emily Jackson
Wealth Manager at Plancorp, LLC
- Role
- Wealth Manager at Plancorp Wealth Management
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Emily Jackson
My job is to help individuals and businesses utilize the resources they have access to in order to best meet the goals they set in place. This often starts with developing realistic goals and time frames around them, and leads to ongoing review and management of their resources to best ensure they have the flexibility needed along the way. In addition to working with those looking for guidance, I also spend my time speaking on the importance of the Fiduciary Standard and the paths within the industry for the next generation. This industry work has led me to working with committees and organizations to further advocate for the importance of being Fiduciary, and has taken me to D.C. to advocate for a higher standard for advisors.
Experience
Wealth Manager
Jul 2022 — Present · St Louis, MO, US
I get the privilege to work directly with clients to ensure they are using their resources in the best way to achieve their goals and aspirations.
Education
Gordon Ford College of Business at Western Kentucky University
Bachelor's of Science, Financial Planning and Services
2015 — 2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.