Justin D. Oldham
Senior Vice President | Family Wealth Advisor | The Hassan Oldham Group at Baird
- Role
- Senior Vice President at Baird Private Wealth Management - the Hassan Oldham Group at Baird at Baird
- Location
- Murfreesboro, TN, US
- LinkedIn followers
- 500 followers
About Justin D. Oldham
It is no secret that behavioral decisions drive long term financial success. I consistently see the impact of simplifying complex topics through intentional conversations regarding behavioral decisions. These conversations are the cornerstone of the work we do.” As a second-generation advisor, I\'ve had the privilege of counseling individuals and families of wealth, not-for-profits, and corporate clients for over 20 years. My primary responsibility is to provide comprehensive advice to clients helping them identify and achieve their most meaningful financial goals. As a partner of The Hassan Oldham Group, I take a personal interest in the financial future of our clients and enjoy turning complex financial ideas into applicable next steps. We are a comprehensive wealth management team dedicated to expanding your family wealth and legacy. We specialize in working with families who have complex tax, trust, and estate planning needs. We guide our clients through all stages of their financial life, helping them achieve what’s most important to them. And with a focus on legacy planning, our greatest satisfaction comes from helping preserve our client’s family’s values and wishes for their wealth.Giving back to our community is an integral part of my life. Most recently I have served in the following ways- Parishioner at St. Rose Parish- Coach Football & Cross Cross Country- Former board member of the Southern Development Board at Second Harvest Food Bank- Member of the Knights of Columbus, Notre Dame Alumni Association- Graduate of Leadership Rutherford
Experience
Senior Vice President at Baird Private Wealth Management - the Hassan Oldham Group at Baird
Apr 2019 — Present · Nashville, TN, US
Education
University of Notre Dame
BA, Finance
2002 — 2006
The University of Notre Dame Australia
Bachelor of Arts (B.A.), Finance
2004 — 2004
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