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Sarah R
Series 66
Naples, FL
Robert Baird & Co.
Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. in Fort Myers, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.
Deborah B
Series 63
Naples, FL
Robert Baird & Co.
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 G
Series 66
Naples, FL
Robert Baird & Co.
Ned Gillette is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2008. Gillette serves as a board member for the Friends of Rockford Police K9 and Forest City Gear. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.
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