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Kristy M

Series 66

Dyersburg, TN

Robert Baird & Co.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mary R

CFP®, Series 66

Dyersburg, TN

Robert Baird & Co.

Mary Ramsey is a CFP® professional with over 14 years of experience in the financial services industry. She joined Robert W. Baird & Co. in 2026 after 13 years at First Citizens National Bank. Outside of her advisory role, she is a 50% owner of Millstone Mountain Properties LLC, a residential real estate business she operates with her spouse. She is part of The DDK Group at Robert W. Baird & Co., which serves a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Cole S

Series 66

Dyersburg, TN

Robert Baird & Co.

Cole Shelton is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes positions at J.J.B. Hilliard W.L. Lyons, LLC and Merrill. Outside of his advisory role, Shelton is a partial owner and investor in a technology manufacturing company, Hart Technologies, and serves on the investment committees for First Baptist Dyersburg and the Union University Foundation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, employing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Karen P

Series 66

Dyersburg, TN

Robert Baird & Co.

Karen Paschall is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes 15 years at Farmers Service Inc. and three years at Wildflowers Clothing Company. She serves as a trustee for the McCulloch Marital Trust. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and various separately managed account programs, supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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