Anne Phelps - BDO St. Louis

Anne M. Phelps

Senior Wealth Manager

CPA, CIMA

BDO St. Louis Office

314-889-1149

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Executive Summary

Anne Phelps Phelps is a senior manager in BDO’s Wealth Advisory practice and serves in the St. Louis area. She possesses over 12 years of accounting and wealth advisory experience.
 
Anne manages client relationships, including developing asset allocations, implementing and monitoring portfolios, and financial and retirement planning.
 
Anne is a member of the BDO Private Client Services practice where she works principally with high-net-worth families assisting with income tax planning and compliance, as well as planning for trusts and gifting.

Professional Affiliations

American Institute of Certified Public Accountants
Investments & Wealth Institute
Missouri Society of Certified Public Accountants (MSCPA)
Estate Planning Council of St. Louis

Education

M.Acc., University of Missouri
B.S., Accounting, University of Missouri