Davidson, NC Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

3

Of 2,623 advisors across 299 offices

Location

130 Harbour Place, Suite 350

Davidson NC 28036

Advisors at this office

3

Advisors at this office

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Krista T

Series 66

Davidson, NC

Robert Baird & Co.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kathryn N

CFP®, Series 63, Series 65

Davidson, NC

Robert Baird & Co.

Kathryn Nusbaum is a CFP® professional at Robert Baird & Co. with 17 years of industry experience. She has been with Robert Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary portfolio management and separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Darcy R

Series 65, Series 63

Davidson, NC

Robert Baird & Co.

Darcy Ridge is a financial advisor with Robert Baird & Co. in Davidson, NC, holding Series 65 and Series 63 licenses and having three years of industry experience. Prior to joining Baird in 2025, Ridge worked at Mass Mutual Investors Services, Hornor, Townsend & Kent, The Penn Mutual Life Insurance Company, and Vineyard Wealth LLC. Outside of advisory work, Ridge teaches a weekly 45-minute cycle class at the YMCA of Greater Charlotte and has been a Rodan & Fields consultant since 2014. Ridge is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and investment management services. Baird employs a combination of SMA strategies, overlay management, tax management, and manager monitoring supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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