Broker Check

Services

Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas:

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Financial and Estate Planning

Retirement and education planning
Tax strategies
Wealth transfer
Charitable giving

Risk and Liability Management

Life and Long-Term Care Insurance
Lending services

As your needs evolve over time, you can be sure this line of communication will remain open so I can ensure your comprehensive, personalized solutions remain on track for the long term.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

pjdonnelly@rwbaird.com |  312-609-4454