Mary Lynne Kaatz

Financial Advisor | Baird Private Wealth Management

Role: Financial Advisor at Baird
Location: Nashville, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mary Lynne Kaatz

Dedicated Financial Advisor at Baird with Series 7 and Series 66 licenses. I help clients build clear, comprehensive financial plans, manage investments with intention, and apply thoughtful wealth and tax strategies to support long term goals.Learn more about our team herehttps://grahamgroup.bairdwealth.com/

Experience

Financial Advisor
Baird
Jul 2023 — Present · Nashville, TN, US

Education

Haslam College of Business at the University of Tennessee
Bachelor of Business Administration (B.B.A.), Accounting & Political Science
Haslam College of Business at the University of Tennessee
Master’s Degree, Accounting

Contact information

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Current company

Baird

Financial Services · 5.8K employees · Founded 1919 · Milwaukee, Wisconsin, United States

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.

rwbaird.com

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About Mary Lynne Kaatz

Experience

Financial Advisor

Education

Haslam College of Business at the University of Tennessee

Haslam College of Business at the University of Tennessee

Find verified contacts for anyone on LinkedIn