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Richard E

CFP®, Series 66

Amory, MS

Robert Baird & Co.

Richard Earnest is a CFP® and Series 66 credentialed advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird, he worked for seven years at Watkins, Ward, & Stafford, PLLC, and serves as a helicopter pilot in the Mississippi Army National Guard. He is also a board member and trustee for the Chickasaw County School Board and serves on the boards of the Houston Scout Foundation and Houston Country Club. Richard is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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