Betsy Dow, CPA

Designations and Licenses

Betsy is a Certified Public Accountant.

Experience and Education

Betsy provides wealth management solutions to help each of her clients achieve their goals. She applies her experience in employee benefits, executive and stock-based benefits, retirement plans and taxes to develop flexible, comprehensive wealth plans for clients.

Prior to joining Mariner Wealth Advisors, she was a principal at Moneta Group. She also worked at A.G. Edwards & Sons for 25 years.

Betsy has a bachelor’s degree in accounting and an MBA with a concentration in finance from Washington University in St. Louis.

Accolades

Five Star Professional and St. Louis Magazine recognized Betsy as a Five Star Wealth Manager in 2012 and from 2014-2017.

Betsy’s Office

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or STL Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/Market/STLWM.