Cookeville, TN Office

John Boots is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Robert W. Baird & Co. in 2021. Outside of his advisory role, he has served on the board of the Cookeville Regional Medical Center Foundation and is a board member of Upper Cumberland Habitat for Humanity. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations using a combination of in-house and third-party managers.

Lawrence Taylor is a financial advisor with Robert W. Baird & Co. in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Baird in 2021. Outside of his advisory role, he owns and operates TaylorMade Signs Inc., a sign-making business. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlays, and also provides municipal advisory and public finance services.

Paul Ramsey Jr. is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. He has been with Baird’s Willowpointe Group since 2023. Outside of his advisory role, he is the owner of C-Fold, Inc., operating Xpress Lube since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Amy Ray is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She worked at UBS Financial Services for 21 years before joining Baird in 2021. Amy 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools including artificial intelligence.

Rachel Dalton is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. She worked at UBS Financial Services from 2010 to 2021 before joining Robert W. Baird in 2021. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.