Meet Our Team

Our financial advisors keep the focus on you
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We start by being good listeners
We want to understand your goals. We want to hear about your plans. We want to learn about your family. When we really get to know you, we can help create a financial plan that fits your vision of the future, providing results and peace of mind. Plan well, Live well.

Our wealth management team works hard to earn your trust

Investing for the future. Planning for retirement. Leaving a legacy of support for family or charity. Whatever you want your money to do, The Bank of Missouri's Investments & Retirement Planning team can help. Our experience, insights, and full range of services give you choices about where and how your money is invested, managed, and distributed.

Jay
Alexander

Director of Wealth Management

Steve
Spellman

Senior Investment Officer

Chris
Brown

Senior Trust and Compliance Officer

Committed to what matters most to you

It's important we understand what you are working toward. As a first step, we'll hold a planning meeting and ask you to outline your future plans and long-term goals. We know money is not just a financial issue, but an emotional one, too. We will lay out options in clear terms so you can understand how the decisions you make will affect you, your family and your heirs.

Here to help you succeed
We're not here to offer a quick fix. Our team believes in developing long-term relationships. We are always here to help any time you have a question or want to discuss your investment plan. Give us a call and know we always enjoy hearing from you. Our team wants to give you the information you need and the attention you deserve.

Extending our relationship

If your investment plan links to the next generation, rest assured we will take the time to get to know everyone involved. When it's time for your legacy to be passed on, having that relationship with your family members and other beneficiaries can help ease the financial transition.

Our experienced team of investment, trust, and retirement professionals is here to help you achieve your financial goals. No matter where you are on your financial journey, you can count on the Investments & Retirement Planning team to bring our expertise and client-centered approach to find the right solution for you.

We can guide you on your financial journey
Contact Our Team
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