Mt Vernon, WA Office

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. 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, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.

Rodney Carter is a financial advisor with Robert Baird & Co. in Mt Vernon, WA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as a board member of the Skagit County Regional Public Facilities District, which supports McIntyre Hall, a regional performing arts center at Skagit Valley College. The DDK Group at Robert W. Baird & Co., where Rodney works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and both discretionary and non-discretionary strategies.

Niki Walters is a Series 66 licensed financial advisor at Robert Baird & Co. with 19 years of industry experience, including 12 years at her current firm. She serves as a board member and treasurer for the Jean Thompson Guild. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, businesses, pensions, and charitable organizations using a mix of portfolio management strategies and internal research tools.

Joseph Lindquist is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2014 and holds a Series 66 designation. Outside of his advisory role, Lindquist serves as an elected official setting policy for the Skagit Public Utility District and has a governance role at Summersun Montessori Preschool. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, employing manager-traded and model-traded strategies alongside tax management and direct indexing.

Jenifer Bright is a financial advisor at Robert Baird & Co. in Mt. Vernon, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns a rental property. Robert Baird & Co. serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers various financial planning and portfolio management services, utilizing internal research, model-traded strategies, and manager selection supported by advanced tools and affiliations.

Jeffrey Stewart is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he manages investment decisions for the Immaculate Conception Regional School Endowment Fund and serves as treasurer for the Mount Vernon School Tennis Booster Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.