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Gabrielle F

Series 66

Winnetka, IL

Robert Baird & Co.

Gabrielle Fabre is a Series 66-credentialed advisor with Robert Baird & Co. in Winnetka, IL, where she has worked since 2018. She has seven years of industry experience, including roles at Newday Funds Inc., Tesla Inc., City Segway Toves, and GW University. Outside of her advisory work, she serves as the Treasurer of the French Alliance of NorthShore. Gabrielle is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research, manager selection, and advanced strategies including tax management and direct indexing.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Antoinette B

Series 66

Winnetka, IL

Robert Baird & Co.

Antoinette Bennett is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Evanston, Illinois, with three years of industry experience. Her prior roles include positions at Porcaro Stolarek Mete Partners and State Farm Insurance Co. She is also employed part-time at Yo Fresh Cafe in Evanston. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mark P

Series 66

Winnetka, IL

Robert Baird & Co.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team 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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Brendan W

Series 66

Winnetka, IL

Robert Baird & Co.

Brendan Watts is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Prescient and Lake Lawn Resort. Brendan’s career also includes time at the University of Notre Dame. The DDK Group at Robert W. Baird & Co. serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

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

Series 66

Winnetka, IL

Robert Baird & Co.

Christopher Sevilla is a financial advisor at Robert W. Baird & Co. based in Winnetka, IL. He holds a Series 66 designation and joined Baird in 2025. Prior to his current role, he has held various positions in hospitality and entertainment industries. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by internal research and technology including artificial intelligence.

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

Series 63, Series 66

Winnetka, IL

Robert Baird & Co.

Nicholas Wallace is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Robert W. Baird since 2007. The DDK Group, where Wallace works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, in its advisory process.

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

Series 63, Series 65

Winnetka, IL

Robert Baird & Co.

Donald Wallace is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Wallace serves as president of Sunset Ridge Country Club, a nonprofit private country club, where he oversees scholarship selection and the financial condition of the fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Harold L

Series 66

Winnetka, IL

Robert Baird & Co.

Harold Lichter is a financial advisor at Robert W. Baird & Co. in Chicago, Illinois, holding a Series 66 designation with four years of industry experience. He has been with R.W. Baird since 2021 and previously worked at Lowlands Collaborate–Cafe Benelux. He 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 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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