Prospect, KY 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
Prospect KY
Advisors at this office
3
Advisors at this office
Gail T
CFP®, Series 66, Series 63
Prospect, KY
Robert Baird & Co.
Gail Tway is a CFP® with 16 years of industry experience, currently affiliated with Robert Baird & Co. since 2019. Prior to that, she worked at Hilliard Lyons and PNC Wealth Management. She serves as a co-trustee for her parents' trust alongside her sister. She is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions supported by internal research and advanced investment tools.
Lewis Z
Series 63, Series 65, Series 66
Prospect, KY
Robert Baird & Co.
Lewis Zwiebel III is a financial advisor with Robert Baird & Co., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2011. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.
Christopher G
Series 66
Prospect, KY
Robert Baird & Co.
Christopher Gowers is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 12 years of industry experience and has worked at Robert Baird & Co. since 2019, previously spending time at J.J.B. Hilliard W.L. Lyons, LLC. Outside of his advisory role, he is a co-founder of STACKS LLC and STACKS Mobile LLC, companies focused on mobile application development and business strategy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored investment strategies and a range of portfolio and consulting services, including discretionary management, separately managed accounts, and overlay services.
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