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Adam W

Series 63, Series 66

Mill Valley, CA

Robert Baird & Co.

Adam White is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2017, following prior roles at Eaton Vance Management and Eaton Vance Distributors, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Johnathan F

Series 63, Series 65

Mill Valley, CA

Robert Baird & Co.

Johnathan Fitzgibbons is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2011. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed account programs, and a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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