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Laurie Stevenson

Advisor at Robert Baird & Co.

Updated today

Location

Jasper, AL

Credentials

Series 66

Industry experience

20 years

About

Laurie Stevenson is a Series 66 credentialed financial advisor with 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over a decade at J.J.B. Hilliard, W.L. Lyons, Inc. Stevenson serves as a trustee for relatives' trusts, overseeing trust activities. She is part of The DDK Group at Robert W. Baird & Co., which provides personalized wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management solutions tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and alternative investment strategies.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

Jasper, AL

Most active in

Alabama · Florida · Mississippi · Texas

Work history

Robert Baird & Co.

2019 - Present (7 years)

JJB Hilliard WL Lyons LLC

2018 - Present (8 years)

J.J.B. Hilliard, W.L. Lyons, Inc

2005 - 2018 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas F

CFP®, Series 65, Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Thomas Ferrell is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at firms including Cantella & Co., Inc. and Cambridge Investment Research. Outside of his advisory work, he serves on the board of the Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory manages approximately $28.34 billion in assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party managers, utilizing a range of investment vehicles tailored to client objectives.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Andrew W

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC in Jasper, Alabama. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked in general contracting and engineering. Outside of advisory activities, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across multiple asset classes.

ESG / Sustainable investing Founder/Business Owner Retired
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Michael W

CFA®, Series 63, Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Michael Wiginton Sr. is a CFA® charterholder with 22 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Cantella & Co Inc and Cambridge Investment Research. Outside of advisory roles, he serves as a board member for The Grand Residences HOA in Panama City, FL, and is involved in several real estate ventures. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutions. The firm’s investment approach integrates proprietary Life Wealth Optimization models and third-party money managers, offering portfolio management across multiple asset classes tailored to client objectives.

ESG / Sustainable investing Founder/Business Owner Retired
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Luke F

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Luke Ferrell is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Cantella & Co., Inc. Outside of finance, he has experience associated with country club operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base, including individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across multiple asset classes.

ESG / Sustainable investing Founder/Business Owner Retired
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Randa B

Series 63, Series 66

Dora, AL

Edward Jones

Randa Byars is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to Edward Jones, she worked at Northwestern Mutual Investment Services LLC and Adam Rhoades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew L

Series 66

Jasper, AL

Raymond James & Associates

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, AL, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a part-owner of a Mosquito Authority franchise in San Antonio, Texas. He also holds officer positions with the Walker Area Community Foundation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a range of advisory and institutional fiduciary solutions.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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