Charleston, SC Calhoun Street Office

John Warren is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2011, following two years at Morgan Stanley. He serves as a board member of the French Protestant Huguenot Church of Charleston, contributing to the management of its endowment. John is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Gray Coulton is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Robert W. Baird since 2011. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of in-house and third-party strategies across traditional and non-traditional asset classes.

Joseph Mcauley Jr. is a financial advisor at Robert W. Baird & Co. in Charleston, SC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized investment advice and portfolio management services utilizing both in-house and third-party managers, offering a variety of strategies from traditional allocations to more complex approaches.

Matthew Stanhope is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, and Charles Schwab. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of services including financial planning, portfolio management, and custody, employing various SMA strategies, tax management, and model-traded approaches supported by internal research and tools.

Jason Stubbings is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as vice president of the Charleston Referral Exchange, a business networking group, and chairs the Investment Committee for the Carolinas District of Kiwanis International. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across a range of investment strategies and accounts.

Park Dougherty is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of finance, Dougherty is involved in music preservation, owning the copyrights to his great-uncle’s compositions and serving as an officer and treasurer for The Society for the Preservation of Spirituals, as well as holding an officer role with the Dartmouth Club of the Lowcountry. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody solutions, with investment strategies supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Clark Samisch is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Morgan Stanley, CUSO Financial Services, LP, and SCFCU. Samisch is based in Charleston, SC. 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. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Richard Rossi is a financial advisor at Robert Baird & Co. in Charleston, SC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2013. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, utilizing internal research and various investment strategies.

Nicholas Verano IV is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, utilizing a range of traditional and non-traditional investment strategies.

Thomas Smythe is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade at Mass Mutual Investors Services and Massachusetts Life Insurance Co. Smythe serves as treasurer for a nonprofit organization. The DDK Group at Robert W. Baird & Co., where Smythe works, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm utilizes a mix of manager-traded and model-traded strategies, tax management, and direct indexing, supported by home-office research and technology, and manages approximately $394 billion in regulatory assets.

Jamie Nix is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides financial planning, portfolio management, and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies using a combination of in-house and third-party managers, with services ranging from discretionary management to complex allocations including private funds and real assets.

Charles Knowlton Jr. is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, employing a range of investment strategies including traditional and non-traditional allocations, and provides both discretionary and non-discretionary management options.