In my opinion, I have the best job in the world. I have the privilege of helping families construct and implement a financial strategy and see them enjoy the benefits. A wise person once said that when you love what you do, you'll never work another day in your life.
As a financial advisor, I believe it's critical to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and others, I can help determine the most appropriate financial strategy for you and your family.
Attending the University of Missouri, I graduated summa cum laude with an MBA. I also graduated summa cum laude with a bachelor's in finance from the University of Missouri-St. Louis.
My professional designations include:
CFP® Certification: The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who pass the CFP® Certification Examination, the CFP® Board's Fitness Standards, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
AAMS® Designation: The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Currently, I serve our firm and other advisors as a visiting veteran and our leadership team as a field trainer, mentor and level leader.
Active in our community, I served on the board of the Overland Rotary Club and the University of Missouri-St. Louis Alumni Association. Currently, I serve as an Elder and member of the Finance Team for the Kirk of the Hills Church.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- History and Museums
Phone NumberBart Truitt at (314) 726-1233
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