Wes Hedrick
Senior Wealth Advisor at Baker Tilly | Trusted Wealth & Legacy Architect for Athletes, Owners & C Suite Executives
- Role
- Senior Advisor, Wealth at Baker Tilly US
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Wes Hedrick
Wes Hedrick is a Senior Wealth Advisor at Baker Tilly Wealth Management. With over a decade of experience as a trusted advisor, Wes specializes in guiding high-net-worth and ultra-high-net-worth clients through the complexities of managing wealth. His comprehensive expertise encompasses investing in both public and private markets, complex estate planning, and the strategic maximization of executive compensation and benefits. Additionally, Wes is adept at developing tax minimization strategies and philanthropic planning, making him a sought-after partner for business owners, C-suite executives and professional athletes and entertainers. His extensive network and deep industry knowledge empower clients to navigate their financial journeys with confidence.
Experience
Senior Advisor, Wealth
May 2025 — Present · Dallas, TX, US
Education
Southern Methodist University
Certificate Program in Financial Planning, CFP
Howard University
Bachelor's Degree (Summa Cum Laude)
Exit Planning Insitute
Certified Exit Planning Advisor Credential
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor
Skills
- Editing
- Research
- Public Policy
- Finance
- Public Speaking
- Microsoft Excel
- Insurance
- Holistic Financial Planning
- Politics
- Retirement Planning
- Social Media
- Management
- Iras
- Microsoft Office
- Government
- Networking
- Strategy
- Bonds
- Annuity Sales
- English
- Event Planning
- Mutual Funds
- Data Analysis
- Investments
- Leadership
- Proposal Writing
- Legislation
- Training
- Stocks
- Policy Analysis
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