Tucson, AZ E Sunrise Dr Office

Team
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Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,630

Across 299 offices

Clients per advisor

90 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

3567 E Sunrise Dr, Suite 143 B

Tucson AZ 85718

Advisors at this office

7

Advisors at this office

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Jennifer M

Series 63, Series 65

Tucson, AZ

Robert Baird & Co.

Jennifer Mills is a financial advisor with Robert W. Baird & Co. in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies including separately managed accounts and overlay services.

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

Taylor C

Series 66

Tucson, AZ

Robert Baird & Co.

Taylor Clark is a financial advisor with Robert Baird & Co. in Tucson, AZ. He holds the Series 66 designation and has industry experience dating from 2020, including prior roles at U.S. Bank and Faithful & Gould. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both internal research and external manager strategies, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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

Deenna S

Series 63, Series 66

Tucson, AZ

Robert Baird & Co.

Deenna Schunk Peru is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in bookkeeping and decision-making for a local electrical business and participates in sales of skin, beauty, and nutritional products on a part-time basis. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

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

Series 66

Tucson, AZ

Robert Baird & Co.

Kimberly Didra is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2018, she worked at Cartel Coffee Lab for six years and had brief roles at Midtown Artisans and Extended Travel. She 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 tailored consulting and portfolio services, including discretionary management and separately managed accounts, utilizing a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Aleksei F

Series 66

Tucson, AZ

Robert Baird & Co.

Aleksei Fedor is a financial advisor with Robert W. Baird & Co. in Oro Valley, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Baird, he worked at Saffron Indian Bistro and spent seventeen years in an educational role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary management and separately managed accounts, as well as municipal advisory and public finance services.

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

Janet L

Series 63, Series 65

Tucson, AZ

Robert Baird & Co.

Janet Leon is a financial advisor with Robert W. Baird & Co. in Tucson, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Baird in 2018, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she serves as co-trustee for her parents' trusts and is a notary public. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, along with tax management and unified fee arrangements, supported by internal research and strategic partnerships.

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

Jason T

Series 63, Series 65

Tucson, AZ

Robert Baird & Co.

Jason Turetzky is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner of a marketing company run by his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, with an investment approach that incorporates internal research, manager selection, and the use of artificial intelligence tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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