
Bart Truitt
Clayton, MO 63105 opens in a new window call Bart Truitt at (314) 726-1233 call Bart Truitt at Call Me Email Me
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.
Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Charitable Giving
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Pickleball
- Tennis
- Reading
- History and Museums
- Trivia
Personal Interests
- Pickleball
- Tennis
- Reading
- History and Museums
- Trivia
Office Information
Phone Number
Bart Truitt at (314) 726-1233Branch Team
- Lianne Mergen
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 07:00PM |
Thursday | 08:30AM - 07:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 07:00PM |
Thursday | 08:30AM - 07:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Lianne Mergen
- Sr. Branch Office Administrator
Branch Team
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