Fort Myers, FL Office

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. 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 team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Schutz is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. He serves as a board member on the Investment/Finance Committee of the University of Southern Indiana Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Darryl Metzger is a financial advisor with Robert Baird & Co. in Ft. Myers, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons dating back to 1999. Outside of his advisory role, he participates annually in discussions for AH Investments, a private investment group. Robert Baird & Co.’s DDK Group, where Metzger is based, serves a diverse clientele including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, along with municipal advisory and public finance capabilities.