Meredith LaRock, CFP®Manager
Meredith A. LaRock serves her multi-generational client families by managing and coordinating entity administration, investments, financial analyses, charitable and tax planning. She also works alongside her clients’ other advisors to ensure all aspects of the clients’ financial affairs are orchestrated cohesively. Meredith began at St. Louis Trust & Family Office as a Portfolio Reporting Associate and gained experience in client service support prior to transitioning to a client-facing role. Her exposure to varying aspects of the firm provides clients and fellow team members with a valuable perspective on client service.
Prior to joining the firm, Meredith worked as a Client Relationship Manager at a Clayton-based financial advisory firm where she helped clients develop retirement and financial plans. Meredith holds a Bachelor of Science degree in Business Administration with a Finance specialization from the University of Missouri – St. Louis and is a CFP®.
When not at the office, Meredith enjoys staying active and spending time entertaining her daughter and son.