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 with Robert W. Baird & Co. based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Zions Bank, LPL Financial, LLC, and Zions Capital Advisors, Inc. Blake is also a board member and owner of a rental property. 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 variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, with a notable emphasis on manager selection, tax management, and the use of internal research tools.

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, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Prior to joining Baird in 2023, he worked at LPL Financial, Zions Bank, Zions Direct, Inc., and Zions Capital Advisors. He serves as a director of the Stephen & Lynda Jacobsen Foundation in a non-investment capacity. 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 variety of advisory services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

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.

Jacel Recto is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and currently has one year of industry experience. Prior to joining Baird, Jacel worked for 12 years at In-N-Out Burger. The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Jonathon Bult is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at LPL Financial, LLC and Zions Bank from 2016 to 2023, and at Fidelity from 2015 to 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. Baird offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded separately managed accounts, tax-management, and direct-indexing strategies.

Alex Wheeler is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Robert W. Baird since 2011, following positions at Morgan Stanley and Citigroup Global Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, overseeing approximately $394 billion in regulatory assets under management.

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.