Megan Coronado

Assistant Vice President, Financial Advisor @ Baird | Modern Solutions with Timeless Service

Role
Assistant Vice President, Financial Advisor at Baird
Location
Plymouth, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megan Coronado

As a partner in The Schlichting Group, I strive to provide our clients with a customized, personalized and value-added money management solution to help grow and maintain their assets throughout their lifetime and the lifetime of their heirs. In order to be the premier wealth management group for individuals and their families, we offer comprehensive services including Portfolio and Investment Management, Financial Planning, Estate Planning Services, and Insurance and Charitable Giving Solutions.

Experience

  1. Assistant Vice President, Financial Advisor

    Baird

    Mar 2020 — Present · Sheboygan, WI, US

Education

  • Plymouth High School

    High School Diploma, High School/Secondary Diplomas and Certificates

    2003 — 2007

  • Davenport University

    Bachelor of Business Administration, Accounting Information Systems

    2010 — 2012

  • Lakeland University

    Bachelor's degree, Accounting

    2008 — 2010

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Megan Coronado — Assistant Vice President, Financial Advisor at Baird in Plymouth, WI, US | Unifers