Personal Advisors | Missouri

Missouri: St. Louis

12300 Olive Boulevard | Creve Coeur, MO 63141 | 314.542.5214

Executive Vice President,
President, Busey Wealth Management

Senior Vice President
Managing Director

Vice President

Private Wealth Advisor

Investment products and services through Busey Wealth Management are not FDIC insured, may lose value, and have no bank guarantee.

Executive Vice President,
President, Busey Wealth Management | 314.317.4776

Jeff Burgess is Executive Vice President & President of Busey Wealth Management, a division of Busey Bank, which provides asset management, investment and fiduciary services to individuals, businesses and foundations.

Jeff, who joined Busey in 2021, is the former President of Commerce Brokerage Services, Inc., and was Director of Business Development for the east region of Commerce Trust Company. Previously, he served as Vice President of Sales Operations for Fisher Investments in Woodside, California. Jeff earned his Bachelor of Science in Psychology from Vanderbilt University in Nashville, Tennessee.

A devoted community member, Jeff gives his time and talent to organizations throughout the St. Louis region, including as Chairman of the Board for Social Venture Partners and serving on the Advisory Board of the St. Louis Crisis Nursery. In 2015, he was named to the St. Louis Business Journal’s prestigious 40 Under 40 list and graduated from Leadership St. Louis, one of the most highly respected leadership development programs in the nation.

Email:
jeff.burgess@busey.com

Janice Wolters, CPA

Senior Vice President, Managing Director | 314.524.5213

Janice leads the Private Wealth Advisory team in St. Louis. She believes that a truly comprehensive and tax-efficient approach is the key to long-term financial security and sound legacy planning. With over 15 years of bank experience, she offers a depth of skill and expertise in advisory services, investment strategies, trust administration and private banking solutions.

Janice has served numerous financial savvy and successful families as Wealth Advisor, previously with Enterprise Trust Company and U.S. Bank's Private Client Reserve in Clayton, MO. She draws from a strong foundation of tax and estate planning experience. Janice served for 13 years as a tax advisor with KPMG, specializing in all aspects of high net worth individual income taxation, estate, gift and trust planning and compliance. Her tenure at KPMG included eight years in the Personal Financial Planning group in St. Louis and over five years in the International Executive Services practice in Toronto. Janice became a Certified Public Accountant after receiving a B.S. in Business Administration, Accounting from Saint Louis University. She now offices in Creve Coeur, MO.

Leo Kelly

Vice President, Private Wealth Advisor | 314.317.5084

With over 15 years of experience in the financial industry, Leo is skilled in assisting clients on identifying and prioritizing their wealth management goals. As Private Private Wealth Advisor serving the Gateway region, Leo is the client’s personal relationship manager, partnering with individuals and families on their specialized banking, investment management and financial planning needs.

Prior to joining Busey, Leo worked in private wealth management at UMB Bank and PNC. Leo is originally from Donegal, Ireland and holds a Bachelor of Arts in Business Administration from Lindenwood University.

Email:
leo.kelly@busey.com