Naples, FL Pelican Bay Blvd. Office
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Robert Baird & Co.
Institution
Firm-wide stats for Robert Baird & Co.
About
The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.
Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.
Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.
Based on Robert Baird & Co.
Location
5811 Pelican Bay Blvd., Suite 102
Naples FL 34108
Advisors at this office
3
Advisors at this office
Sarah R
Series 66
Naples, FL
Robert Baird & Co.
Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.
Deborah B
Series 63
Naples, FL
Robert Baird & Co.
Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.
Ned G
Series 66
Naples, FL
Robert Baird & Co.
Ned Gillette is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience, including 18 years at Baird and six years at RBC Capital Markets. He holds the Series 66 designation. Gillette serves as a board member for Friends of Rockford Police K9 and Forest City Gear. Baird’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and advanced tools.
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