Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience, including 18 years at Baird and six years at RBC Capital Markets. He holds the Series 66 designation. Gillette serves as a board member for Friends of Rockford Police K9 and Forest City Gear. Baird’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and advanced tools.