Lynchburg, VA Boonsboro Road Office

John Craddock Jr. is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a wide range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with strategies that include traditional and complex asset allocations.

Mark Miner is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Mass Mutual Investors Services and Davidson & Garrard, Inc. since 2013. Robert Baird & Co.'s DDK Group serves individuals, corporate clients, pensions, and charitable organizations with services that include financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm employs a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by ongoing manager monitoring and internal research.

Thomas Lawton is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, he worked at Boonsboro Country Club and Pine Needles Lodge and Golf Club, and he has a background from Jacksonville State University. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Prescott Terrell Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with a focus on manager-traded and model-traded strategies, tax management, and the use of internal research tools including artificial intelligence.

John Peniche is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Robert W. Baird since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that provides customized consulting and portfolio services to individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group employs a mix of discretionary and non-discretionary management strategies, including separately managed accounts and overlay services, to tailor investment solutions aligned with client goals and risk tolerances.

Abram Mc Wane III is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked for Boxley Materials Company for ten years before joining Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and strategic partnerships.

William Johnson is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides 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 complex strategies.

Brent Childress is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Brent serves as a trustee of the endowment fund for the Friends of the Lynchburg Public Library. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Staci Parker is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2010. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Branson Terrell is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he held positions at Boonsboro Country Club and Oak Ridge Property and Management. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Tommy Collins is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Russell Davidson Sr. is a financial advisor with Robert Baird & Co. in Lynchburg, VA, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paul Mcwane is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, Mcwane serves as a board member and on the endowment committee of the Lynchburg Academy of Arts and is involved with a local investment club. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a variety of investment strategies and overlays, and also provides municipal advisory and public finance services.