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Michele Clark

Michele Clark

Senior Portfolio Manager at Acropolis Investment Management, LLC

St. Louis, MO , United States

About

Michele Clark is a Senior Portfolio Manager at Acropolis Investment Management, LLC in St. Louis, Missouri, where she specializes in retirement planning and comprehensive wealth management for clients approaching or living in retirement. In this role, Michele coordinates investment strategies, tax planning, Social Security optimization, charitable giving, and estate planning, ensuring each client’s financial picture is holistically managed during the critical transition to and through retirement. Her client focus includes ongoing investment advice and management across traditional and rollover IRAs, employer plans, taxable brokerage accounts, and charitable giving vehicles.

Bringing more than 25 years of experience in financial services, Michele previously founded and served as President of Clark Hourly Financial Planning and Investment Management, and was a Vice President – Financial Consultant at Charles Schwab, where she developed her expertise in retirement assets, income distribution, and long-term financial planning. She is recognized in national financial media as a trusted resource on complex retirement issues and client-centered planning strategies, reflecting her thought leadership in the investment industry.

Michele holds a BA in Psychology from Purdue University, the Chancellor’s Certificate for CFP Certification from the University of Missouri–St. Louis, and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and active in industry organizations, serving as President of the FPA of Greater St. Louis and volunteering with financial literacy outreach. Her areas of expertise include retirement income planning, investment management, tax-optimized withdrawal strategies, and the coordination of complex financial issues impacting retirees and pre-retirees.

Career History

OrganizationRoleDate RangeDetails
Acropolis Investment Management, LLCSenior Portfolio ManagerJan 2019 to Present
Clark Hourly Financial Planning and Investment ManagementPresident, Financial AdvisorJan 2010 to Jan 2019
CERTIFIED FINANCIAL PLANNER (TM) professional CHARTERED RETIREMENT PLANNING COUNSELOR (SM) NAPFA Registered Financial Advisor Fee-Only financial planning and investment advice Clark Hourly Financial P...
Charles SchwabVice President - Financial ConsultantJan 1996 to Jan 2008

Education

Purdue University

BA, Psychology

University of Missouri-Saint Louis

Chancellor's Certificate in Educational Requirements Training for CFP Certification

College for Financial Planning

CHARTERED RETIREMENT PLANNING COUNSELOR (SM)

Skills & Expertise

Financial Planning
College Planning
Retirement Planning
Retirement Income Strategies
Investments
Personal Finance
Project Management
Advisory
Planning
Sales
Finance
Investment Management
Investment Advisory
Financial Analysis

Others at Acropolis Investment Management, LLC (16)

NameRoleLocation
Alex Umble
Alex Umble
Financial TraderSt. Louis, MO , United States
B
Brad Combs
Senior Portfolio ManagerSt. Louis, MO , United States
Ched Wagner
Ched Wagner
Portfolio ManagerSt. Louis, MO , United States
Cliff Reynolds
Cliff Reynolds
PartnerSt. Louis, MO , United States
G
Gary Melchior
Senior Portfolio ManagerSt. Peters, MO , United States
John McClelland
John McClelland
Portfolio ManagerSt. Louis, MO , United States
J
Joseph Kelley
Portfolio ManagerChesterfield, MO , United States
Marie Tustin
Marie Tustin
PartnerSaint Charles, MO , United States
Michael Lissner
Michael Lissner
PartnerChesterfield, MO , United States
Minjung Son
Minjung Son
Investment AnalystChesterfield, MO , United States
Showing 1-10 of 16 team members

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