Angela joined Baird in 2019 as a Senior Client Specialist with nine years of financial industry experience. She is passionate about providing excellent client service and educating clients on their financial needs. Angela is also currently working on earning her CFP® designation to help clients with their financial planning needs.
Previously, she worked at Merrill Lynch where she received her Series 7 license and was a part of the Practice Management Development (PMD) Program. She then moved on to Wells Fargo as a member of the Financial Advisor in Training (FAIT) Program. She passed the Series 66 & insurance exams and was a financial advisor for two years before coming to Baird.
Angela earned her bachelor’s in finance from Middle Tennessee State University.