Salt Lake City, UT South Main Street Office

Maria Recto is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Ben Blake is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Zions Bank and LPL Financial, LLC. He is also involved as a board member and owner/landlord of a rental property in Draper, UT. Baird’s DDK Group specializes in serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Kellen Robbins is a financial advisor at Robert Baird & Co. based in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at eBay Inc. for seven years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. 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 traditional and non-traditional investment strategies.

Gregory Aiken is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. His prior firms include LPL Financial, Zions Bank, Zions Direct, Inc., and Zions Capital Advisors. He serves as a director of The Stephen & Lynda Jacobsen Foundation, a nonprofit organization. Baird’s DDK Group, part of the Private Wealth Management department, serves individual, corporate, pension, profit-sharing, and charitable clients with a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, supported by internal research and technology, managing approximately $394 billion in assets as of December 2025.

Melissa Clayville is a financial advisor with Robert W. Baird & Co. in Bountiful, Utah, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in cosmetic sales with Avon and Mary Kay. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients with tailored financial planning and portfolio management services. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers both traditional and complex asset allocations.

Jonathon Bult is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at LPL Financial and Zions Bank. Baird’s DDK Group, where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers a variety of SMA strategies, tax-management, and municipal advisory services.

Alex Wheeler is a financial advisor with Robert W. Baird & Co. in Holladay, UT. He holds Series 63 and Series 65 designations and has 26 years of industry experience, including 15 years at Robert W. Baird. He 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 provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Jodi Wheeler is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and discretionary management options.