Susan Jones, JD, is senior wealth manager at Plancorp, a full-service wealth management company serving families in 44 states. She 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. Jones 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.
Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.
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