Houston, TX Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

2

Of 2,616 advisors across 299 offices

Location

Houston TX

Advisors at this office

2

Advisors at this office

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Barbara W

Series 63, Series 65

Houston, TX

Robert Baird & Co.

Barbara Woolhandler is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services. Their approach includes financial planning, discretionary and non-discretionary management, and access to a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lewis K

Series 63

Houston, TX

Robert Baird & Co.

Lewis Krinsky is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 63 designation and bringing 59 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, he is an officer of Ellen Krinsky Inc., a printing brokerage business. 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 investment advice and a range of portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and complex strategies involving private funds and real assets.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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