Columbia, TN Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

6

Of 2,623 advisors across 299 offices

Location

500 W 7th Street

Columbia TN 38401

Advisors at this office

6

Advisors at this office

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Stewart P

Series 63, Series 65

Columbia, TN

Robert Baird & Co.

Stewart Parker is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Baird in 2020. Outside of his advisory role, he is involved in family-owned real estate and automotive businesses and serves on the Industrial Development Board of Maury County. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with both discretionary and non-discretionary management options.

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

Series 66

Columbia, TN

Robert Baird & Co.

Clay Buttrey is a financial advisor with Robert W. Baird & Co. in Columbia, Tennessee, holding a Series 66 designation and with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology such as artificial intelligence to support its advisory approach.

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

CFP®, Series 66

Columbia, TN

Robert Baird & Co.

Andrew Parker is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. He previously worked at Morgan Stanley in various roles from 2009 to 2020. Parker is a board member of the Shaq Mason Foundation and serves on the advisory board of Maury Regional Health System. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, and institutional clients through a combination of consulting, portfolio management, and specialized strategies including separately managed accounts and overlay services.

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

Series 66

Columbia, TN

Robert Baird & Co.

Richard Law is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Law is involved in several community and business activities, including serving as a board member and treasurer for the United Way of Maury County and CASA of Maury County, as well as holding ownership roles in August 15 Capital, LLC and Gold Coast Shipping Company LLC. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, employing both traditional and non-traditional investment strategies.

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

Series 63, Series 65, Series 66

Columbia, TN

Robert Baird & Co.

Kimberly Benefield is a financial advisor with Robert Baird & Co. in Columbia, Tennessee, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She worked at Morgan Stanley for 10 years before joining Baird in 2021. She is part of The DDK Group within Baird’s Private Wealth Management department, which 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 employs a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Elizabeth M

Series 66

Columbia, TN

Robert Baird & Co.

Elizabeth Moore is a financial advisor at Robert Baird & Co. in Columbia, TN, holding a Series 66 designation with 11 years of industry experience. She has worked at Baird since 2020 and previously spent seven years at NBC Securities, Inc. 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 tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies through both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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