Sarasota, FL One Sarasota Tower Two North Tamiami Trail Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

12

Of 2,615 advisors across 299 offices

Location

One Sarasota Tower Two North Tamiami Trail, Suite 1200

Sarasota FL 34236

Advisors at this office

12

Advisors at this office

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Bruce B

Sarasota, FL

Robert Baird & Co.

Bruce Bittles is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. He has been with Robert W. Baird since 2002. He 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 provides tailored consulting and portfolio services, utilizing a range of investment strategies from traditional to complex, including discretionary management and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Richard C

Series 66

Sarasota, FL

Robert Baird & Co.

Richard Chojnacki is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lewis H

Series 66

Sarasota, FL

Robert Baird & Co.

Lewis Howard is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird Private Wealth Management since 2024. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Regions Bank, Suntrust Bank, PNC Bank, and Publix. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Elliott S

CFP®, Series 66

Sarasota, FL

Robert Baird & Co.

Elliott Sternberg is a CFP® and Series 66 registered advisor with Robert W. Baird & Co. in Sarasota, FL, with three years of industry experience. Prior to joining Baird, he held positions at Fifth Third Bank, Northwestern Mutual Investment Services, and J.J.B. Hilliard, W.L. Lyons, LLC. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Angela J

Series 63, Series 66

Sarasota, FL

Robert Baird & Co.

Angela Johnson is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird since 2000. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies including traditional and non-traditional allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Luiz D

Series 66

Sarasota, FL

Robert Baird & Co.

Luiz Do Prado is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Florida Atlantic University and Serhant. Outside of his advisory work, he owns a print-on-demand shirt design business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which 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 supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Noelle C

Series 66

Sarasota, FL

Robert Baird & Co.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tanya Y

Series 66

Sarasota, FL

Robert Baird & Co.

Tanya Yaneva is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Fifth Third Bank and Publix. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lisa K

Series 63

Sarasota, FL

Robert Baird & Co.

Lisa Keverian Press is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding a Series 63 designation and bringing 45 years of industry experience. She has been with Baird since 1999. Outside of her advisory role, she serves on the investment committees for The Pines Foundation, Sarasota Circus Arts Conservatory, and All Faiths Food Bank. 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 financial planning and portfolio management services supported by internal research, manager selection, and specialized investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jaleigh W

Series 66

Sarasota, FL

Robert Baird & Co.

Jaleigh White is a financial advisor with Robert Baird & Co. in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard, WL Lyons, LLC since 2011. 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a variety of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jeffrey T

Series 66

Sarasota, FL

Robert Baird & Co.

Jeffrey Tibbs is a financial advisor with Robert W. Baird & Co. in Sarasota, Florida, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as Treasurer for the Long View Society, a local luncheon and social group. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Gayle L

Series 66

Sarasota, FL

Robert Baird & Co.

Gayle Logan is a financial advisor at Robert W. Baird & Co. in Sarasota, FL, holding a Series 66 designation with 24 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Robert W. Baird & Co.’s DDK Group, where Logan practices, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management 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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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