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Kimberly G

Series 63, Series 65

Grand Junction, CO

Robert Baird & Co.

Kimberly Giannone is a financial advisor with Robert W. Baird & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Robert W. Baird since 2015. Giannone serves as a board member of the Western Colorado Community Foundation, participating in strategic planning and oversight for the nonprofit organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a range of investment strategies and overlays, alongside municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alex M

Series 63, Series 66

Grand Junction, CO

Robert Baird & Co.

Alex Maher is a financial advisor with Robert W. Baird & Co. in Grand Junction, Colorado, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Knowles Enterprises LLC before joining Baird in 2022. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and managers to address diverse client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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