Mike Marella
Vice President - Financial Advisor at Robert W. Baird & Co.
- Role
- Vice President Financial Advisor at Baird
- Location
- Libertyville, IL, US
- LinkedIn followers
- 500 followers
About Mike Marella
Robert W. Baird & Co. Inc, Vice President-Financial Advisor - July…
Experience
Vice President Financial Advisor
Jul 2007 — Present
My area of expertise is in portfolio & risk management and I focus on building and managing long term relationships with my clients. I specialize in a consultative approach to asset allocation and goal achievement.• Educate Family Members as Trustees or Beneficiaries of Estates • Help Facilitate Conversations Between Family Members Regarding Inheritance• 401k & Pension Rollovers• Work With Next Generation of Savers and Investors• Financial & Estate Planning• Insurance Needs & Long Term Care• Mutual funds• Individual money managers• Bonds & other fixed income investments• Corporate retirement plans• Asset allocation strategies
Education
Lake Forest College
BA, Business
1996 — 2001
Skills
- Asset Allocation
- Mutual Funds
- Long-Term Care
- Risk Management
- Finance
- Insurance
- Bonds
- Portfolio Management
- Sales
- 401k
- Investments
- Pensions
- Estate Planning
- Fixed Income
- Management
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