Shiloh, IL Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

2

Of 2,623 advisors across 299 offices

Location

1911 Frank Scott Pkwy E, Ste 2

Shiloh IL 62269

Advisors at this office

2

Advisors at this office

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Patrick F

Series 63, Series 65

Shiloh, IL

Robert Baird & Co.

Patrick Feeney 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 at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Salvador P

Series 66

Shiloh, IL

Robert Baird & Co.

Salvador Planells is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at Revantage Corporate Services and academic involvement at Indiana University and Clayton High School. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services with a focus on manager selection, tax management, and model-traded SMA strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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