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Brigid Jones-Mook, CFP®

Wealth Manager, Partner
Brigid serves as a Wealth Manager working directly with clients to develop a cohesive financial plan including investment management, retirement planning, estate planning, and tax planning. Brigid will work with you personally to understand your needs and provide a customized plan designed to meet your financial goals. Brigid has over 17 years of experience in the financial services industry. Prior to Creative Planning, she worked as a Portfolio Manager serving high net worth individuals, families, and non-profit foundations. Brigid also previously worked as a Trust Officer/AVP for a regional bank focusing on trust administration and estate planning. Brigid holds the CERTIFIED FINANCIAL PLANNER™ certification. Brigid graduated Magna Cum Laude in Business Administration from Lindenwood University. She also graduated from Cannon Financial Institute’s Personal Trust School at Pepperdine University. Brigid and her husband Jamie reside in Lake St. Louis and enjoy boating, traveling and spending time with their family and friends. Brigid is active in the community and has served on the board of many charitable organizations.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021