Charlotte, NC Congress St Office

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which 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 including traditional and non-traditional investments.

Daniel Bryant is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, and charitable organizations with a range of services such as financial planning, portfolio management, and separately managed accounts. The firm employs a mix of manager-traded and model-traded strategies supported by internal research and oversight and reported approximately $394 billion in regulatory assets under management as of year-end 2025.

Ileana Musmanni is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, she operated a business under the name Ili Musmanni for eight years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a variety of strategies and investment options.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Stefanie Pruden is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Davidson, NC, where she has worked since 2014. She has 23 years of industry experience. Pruden is part of The DDK Group within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Alison Rowe Iglehart is a financial advisor with Robert W. Baird & Co. Inc. in Davidson, NC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Robert W. Baird since 2010. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Tracy Gates is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2018, with prior roles at Johnson Bank and INVEST Financial Corp. Robert W. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and various investment strategies.

Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Amy Wyatt is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird since 2013 and holds Series 63 and Series 66 designations. 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, charitable organizations, and other institutional clients. The group offers customized consulting and portfolio management services using a variety of strategies and managers tailored to client goals and risk tolerances.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. 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 services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Harry Smith III is a financial advisor with Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an investor in NLA Diagnostics, LLC. 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 customized consulting and portfolio services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Matthew Bush is a financial advisor at Robert Baird & Co. in Charlotte, NC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following roles at J.J.B. Hilliard, W.L. Lyons LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by ongoing manager selection, internal research, and strategic partnerships.