How to Choose Between a Financial Adviser vs. Wealth Manager
If you are starting to acquire assets, you owe it to yourself to understand the differences so you can determine the best strategy for your money.
Susan Jones
Susan Jones is senior wealth manager at Plancorp, a full-service wealth management company serving families in 44 states. Susan is a licensed attorney and CFP who has passionately provided wealth management services to individuals, families, fiduciaries and 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 for more than 20 years. 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.
