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Amiri J

Series 66

Phoenix, AZ

Robert Baird & Co.

Amiri Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked with the Houston Astros Baseball Club and held positions at SignValue Inc., Arizona State University, and Diamond Ranch High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a broad range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Wesley H

Series 66

Phoenix, AZ

Robert Baird & Co.

Wesley Hopkins is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and CDW. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Malaya W

Series 66

Phoenix, AZ

Robert Baird & Co.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jeffrey J

Series 66

Phoenix, AZ

Robert Baird & Co.

Jeffrey Johnston is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Robert Baird & Co., he held positions at Medallion, Solv., and PatientPop Inc., and also worked at the University of Arizona. Robert Baird & Co.’s DDK Group, where Johnston works, provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies, supported by internal research and investment professionals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael E

Series 63, Series 65

Phoenix, AZ

Robert Baird & Co.

Michael East is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Moors & Cabot, Inc. and Wells Fargo Investments, LLC. Outside of advising, he is involved as an LLC member of Dirtbag's Bar and owns East Private Equity LLC. 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 provides a range of consulting and portfolio services tailored to client goals, 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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Michael A

Series 65, Series 63

Phoenix, AZ

Robert Baird & Co.

Michael Antonelli is a financial advisor with Robert Baird & Co. in Phoenix, AZ. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance, as well as positions outside the financial industry at Professional Produce, MGM Studios, and William Morris Endeavor. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing strategies such as manager-traded and model-traded separately managed accounts and utilizing internal research and technology in client advisory processes.

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

Series 66

Phoenix, AZ

Robert Baird & Co.

Dylan Shendell is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments, as well as an eight-year tenure at the University of Arizona. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services, tailoring strategies through in-house and third-party managers across traditional and non-traditional asset classes.

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

Series 66

Phoenix, AZ

Robert Baird & Co.

Ana Cristina Sipos Convery is a financial advisor at Robert Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she worked at LoanDepot from 2019 to 2022 and DHI Mortgage from 2014 to 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, 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 complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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