Towson, MD West Road Office

Team
Updated today
Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

Across 299 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.

Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.

Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.

Based on Robert Baird & Co.

Expertise

Wealth management Tax-loss harvesting

Based on Robert Baird & Co.

Occupation focus

Retired Founder/Business Owner

Based on Robert Baird & Co.

Location

100 West Road, Suite 200

Towson MD 21204

Advisors at this office

40

Advisors at this office

user avatar

Richard Z

Series 63

Towson, MD

Robert Baird & Co.

Richard Zink is a financial advisor at Robert W. Baird & Co. in Towson, MD, with 45 years of industry experience. He has been with Robert W. Baird since 2009 and holds a Series 63 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

John G

Series 63

Towson, MD

Robert Baird & Co.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He 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 consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Christian H

Series 63, Series 65

Towson, MD

Robert Baird & Co.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Sueann G

Series 66

Towson, MD

Robert Baird & Co.

Sueann Griffin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 28 years of industry experience. She has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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, with investment strategies supported by ongoing manager selection, internal research, and the use of artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Elizabeth S

Series 66

Towson, MD

Robert Baird & Co.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Richard D

Series 63, Series 65

Towson, MD

Robert Baird & Co.

Richard Duval Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2009. 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 offers tailored consulting and portfolio services, including financial planning, portfolio management, and separately managed account programs, utilizing both in-house and third-party managers across a range of strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Angela J

Series 63, Series 65

Towson, MD

Robert Baird & Co.

Angela Johnson is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 designations. 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 provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Christopher H

Series 63, Series 66

Towson, MD

Robert Baird & Co.

Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. 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 team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Corinna S

Series 66

Towson, MD

Robert Baird & Co.

Corinna Sech is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining R. W. Baird in 2023, she worked for Baltimore County Public Schools and Pasta Mista. 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 offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Ana G

Series 66

Towson, MD

Robert Baird & Co.

Ana Geller is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She has been with Robert W. Baird since 2009 and holds a Series 66 designation. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Michael L

Series 63, Series 66

Towson, MD

Robert Baird & Co.

Michael Levin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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, and institutional clients. The group offers tailored consulting and portfolio services including financial planning, discretionary and non-discretionary management, and a range of investment strategies across traditional and non-traditional asset classes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

John F

Series 65, Series 63

Towson, MD

Robert Baird & Co.

John Fuggi is a financial advisor with Robert Baird & Co. in Towson, MD, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Baird since 2023 and previously spent nine years at Franklin Distributors LLC and seven years at Legg Mason & Co LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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, separately managed accounts, and municipal advisory services, supported by in-house research and the use of artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Brittany S

Series 66, Series 63

Towson, MD

Robert Baird & Co.

Brittany Stafford is a financial advisor at Robert Baird & Co. with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Baird, she worked at Howard County Public Schools and Shappard Pratt: The Forbush School in Hunt Valley. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing research and investment tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Brian P

Series 63, Series 65

Towson, MD

Robert Baird & Co.

Brian Penn is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. Penn serves as an Investment Committee Member for Associated Jewish Charities in Baltimore. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on customized strategies using both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Joseph M

Series 63, Series 65

Towson, MD

Robert Baird & Co.

Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. 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 offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)