The Worley Banks Group Featured in Ladue News Publication

Firm’s Financial Planners Share Insights on Fiduciary Advice, Retirement Challenges

The Worley Banks Group - Ladue News - Financial Planner

The Worley Banks Group, a fee-only, independent financial services firm based in St. Louis, has been featured in the Ladue News. The article shares the the firm’s focus on serving clients first and discusses its recent creation of a Registered Investment Advisor (RIA).

From the article:

“The goal is to ensure total objectivity and transparency between our team and our clients’ investments. This structure aligns with our mission to be a trusted advisor to our clients’ families without any conflicts of interest.”

Dave Worley, partner

The Ladue News article also covered how the Worley Banks team takes a holistic approach to financial planning. The firm’s team gets to know every aspect of clients’ finances. Then Worley Banks helps clients create a well-rounded plan that can weather life’s storms and prepare for retirement.

“Someone at retirement has totally different issues than someone early in their career. My passion and focus is helping families plan at retirement and throughout. There are many emotions and decisions at retirement that families have never had in their entire lives leading up to that point. We want to be there to help them.”

Tim Banks, partner

To read the full Ladue News article, click here.

To view the article PDF, click here.

Now Hiring: Customer Service Representative

The Worley Banks Group is hiring a Customer Service Representative for our Creve Coeur, MO office. We have a friendly, cohesive team that needs you.


  • Highly developed sense of integrity and commitment to customer satisfaction.
  • Demonstrated passion for excellence with respect to treating and caring for customers.
  • Ability to communicate clearly and professionally, both verbally and in writing.
  • Has “thick skin” and is able to handle complaints and unpleasant customers.
  • Has a pleasant, patient and friendly attitude.
  • Strong decision making and analytical abilities.
  • Strong detail orientation and communication/listening skills.
  • Willingness to work a flexible schedule and occasional overtime when needed.
  • Possess a strong work ethic and team player mentality.

1+ years of experience in a customer service or help desk capacity required. Some experience with multiline telephones, online ticketing systems, and personal computers helpful. Knowledge of technical support issues related to Internet connectivity and PC troubleshooting experience a plus. Experience with Internet Explorer, Microsoft Office, and Adobe Photoshop preferred.


  • Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
  • Thoroughly and efficiently gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent the need for future contacts and document interactions through contact tracking.
  • Provide quality service and support in a variety of areas including, but not limited to: billing, placing print orders, and system troubleshooting.
  • Troubleshoot customer issues over the phone.
  • Use automated information systems to analyze the customer’s situation.
  • Maintain a balance between company policy and customer benefit in decision making. Handles issues in the best interest of both customer and company.
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience.
  • Responsible for compiling and generating reports as they relate to customer service surveys.

The customer service representative will provide information to customers in response to inquiries about products and services, in addition to assisting individuals interested in opening accounts. The representative will receive, review and process orders for printed marketing materials. The representative will also explain how to use account features and solve customer application and Internet problems. The customer service representative will receive, document and resolve customer complaints.

Fill out our contact form for more information.

Announcing: Worley Banks Group New Location, Registered Independent Advisor (RIA)

We have an exciting announcement to share with you.

When we (Dave and Tim) teamed up 20 years ago, we wanted to be holistic financial planners who could guide our clients in all financial aspects of their lives. This goal has been the driving force behind every business decision we’ve made.

Here’s the news

The Worley Banks Group is moving to a new office and launching our own Registered Independent Advisor (RIA) firm.

Watch the video to hear all about it.

How does this affect our clients?

This new move enables us to deliver the services that are best for you — our clients.

  • Your portfolios are unchanged.
  • Your client portal is unchanged.
  • Your account numbers are unchanged.
  • TD Ameritrade is still our custodian, serving as the bank that safeguards your investments. 
  • Alpha Capital will continue to build and manage our portfolios. 

However, the most important thing that is staying the same is our desire to provide top-notch service to each of you.

What is changing?

Beyond our physical office location, now you’ll see the Worley Banks Group logo on your statements from TD Ameritrade.

More importantly, we think you’ll notice a change in our ability to provide better service.  We’ll be able to utilize the best technology and most efficient systems customized to our practice. 

Bottom line, this move will enable us to be more responsive to you. 

Thank you

Most of our clients have been with us for a long time on this journey. We appreciate and value each one of you, and we’re so honored to be able to guide your financial future.

We can’t wait to show you our new office across the street!