Bart Truitt, Financial Advisor

FINANCIAL ADVISOR
Bart Truitt

CFP®, ChFC®, AAMS™
7733 Forsyth Blvd Ste 150, Clayton, MO 63105opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Teachers and Professors
  • Retirement Income Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Tennis
  • Pickleball
  • Reading
  • History and Museums
  • Trivia

Team Members

  • Jan Butler
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(314) 726-1233

Fax

(866) 559-4518

Office Address

7733 Forsyth Blvd Ste 150
Clayton, MO 63105opens in a new window

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