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Walter D
Series 63, Series 65
Sea Island, GA
Robert Baird & Co.
Walter Davis Jr. is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a trustee for a medical, disability, and life insurance trust that manages payment of health insurance claims for retirees of a bankrupt company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investment approaches.
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