Murray, KY Office

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.

Cindy Bergman is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates for nine years before joining Baird in 2022. Bergman is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Patricia Latimer is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Baird in 2022, she worked at Raymond James & Associates for nine years. She serves as Treasurer for the Woodmen Life fraternal society’s Kentucky jurisdiction and holds a Treasurer role with the Hazel Woman's Club in Hazel, KY. Baird's DDK Group within the Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services through a variety of SMA strategies and advisory models. The firm reported approximately $394 billion in regulatory assets under management as of December 31, 2025, and provides municipal advisory services along with strategic minority investments and partnerships.

Heath Scott is a financial advisor with Robert Baird & Co. in Murray, Kentucky, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at J.J.B. Hilliard, W.L. Lyons, Inc., Raymond James & Associates, and BB&T Investment Services, Inc. Outside of his advisory work, he is an owner and landlord of a rental property. Heath is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by in-house research and technology.