Dyersburg, TN Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,644

Across 301 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.

Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.

Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.

Based on Robert Baird & Co.

Expertise

Wealth management Tax-loss harvesting

Based on Robert Baird & Co.

Occupation focus

Retired Founder/Business Owner

Based on Robert Baird & Co.

Location

1950 Us Highway 51 Byp N, Suite B

Dyersburg TN 38024

Advisors at this office

4

Advisors at this office

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Kristy M

Series 66

Dyersburg, TN

Robert Baird & Co.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

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

CFP®, Series 66

Dyersburg, TN

Robert Baird & Co.

Mary Ramsey is a CFP® professional with over 14 years of experience in the financial services industry. She joined Robert W. Baird & Co. in 2026 after 13 years at First Citizens National Bank. Outside of her advisory role, she is a 50% owner of Millstone Mountain Properties LLC, a residential real estate business she operates with her spouse. She is part of The DDK Group at Robert W. Baird & Co., which serves a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Cole S

Series 66

Dyersburg, TN

Robert Baird & Co.

Cole Shelton is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes positions at J.J.B. Hilliard W.L. Lyons, LLC and Merrill. Outside of his advisory role, Shelton is a partial owner and investor in a technology manufacturing company, Hart Technologies, and serves on the investment committees for First Baptist Dyersburg and the Union University Foundation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, employing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Karen P

Series 66

Dyersburg, TN

Robert Baird & Co.

Karen Paschall is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes 15 years at Farmers Service Inc. and three years at Wildflowers Clothing Company. She serves as a trustee for the McCulloch Marital Trust. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and various separately managed account programs, supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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