Raleigh, NC Glenwood Avenue Office

Cory Wessel is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Baird since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Wessel holds the Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Bradley Hipps is a financial advisor at Robert W. Baird & Co. with 8 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Jolene Miles is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Emily Johnson is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a member of Wellington Westwood LLC. Emily works within The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and brokerage services using a combination of in-house and third-party managers, including both traditional and non-traditional investment strategies.

Carolyn Leith is a financial advisor with Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Robert W. Baird & Co. since 2010. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody and brokerage solutions. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

John Allman is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlay approaches to meet client goals and risk tolerances.

Christina Creech is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of her advisory work, she is an independent stylist selling nail polish strips through a direct sales organization. She 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 services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

Andrew Mac Dougall is a CFP® and ChFC® professional with 10 years of industry experience, currently serving at Robert W. Baird & Co. in Raleigh, NC. His prior roles include positions at Northwestern Mutual and Jason Garey. He serves on the board and investment finance committee of Endeavor Charter School in Wake Forest, NC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes manager selection, internal research, and technology to provide comprehensive advisory services.