Nashville, TN West End Ave Office

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses in-house research and technology to support its advisory processes.

Christopher Otillio is a financial advisor with Robert W. Baird & Co. in Nashville, TN. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Otillio serves as a board member of YWCA Nashville. He is part of The DDK Group within Baird’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 and portfolio management services, employing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Caleb Graham is a Series 66-licensed advisor with Robert Baird & Co. in Nashville, Tennessee. He has recently begun his career in the financial industry, with previous experience at MML Investors Services, LLC and MassMutual Life Insurance Co. Prior to entering the financial sector, Caleb held positions in education and retail. He is part of The DDK Group, 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, profit-sharing plans, and charitable organizations through a variety of portfolio management and financial planning services.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Linda Grant Smith is a CFP®-certified financial advisor with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Sii. Outside of her advisory role, she is involved as a fitness coach with Beach Body, providing online support and training. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management options.

Tammy Rogan is a financial advisor with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Anne Morgan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 2006. 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary approaches.

Robert Ramsey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a board member for the 100 Club of Nashville, a charitable organization, and the Nashville Dolphins nonprofit. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises 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 variety of investment strategies.

Sherri Overton is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding a Series 63 designation with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group, a team within 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 combination of in-house and third-party managers across a range of investment strategies.

Carley Bacon is a financial advisor at Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Robert Baird & Co., she worked at OneOncology and LBMC, PC, and she also has experience at the University of Tennessee, Knoxville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Carley is based, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and customized account programs, supported by in-house research and strategic partnerships.