Sophie Stallings

Associate Financial Advisor | The Roberts Group

Role: Associate Financial Advisor at Baird
Location: Louisville, KY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sophie Stallings

I am currently in the Foundations Program at Baird. Baird’s Financial Advisor Foundations Program is a rigorous rotational program that provides work experiences and educational opportunities in select Private Wealth Management functional areas to train NextGen Financial Advisors. It is comprised of three phases and includes education and hands-on experience with the potential to join an existing wealth management team. The program encourages associates to become fully licensed and obtain their CFP.

Experience

Associate Financial Advisor
Baird
Jan 2025 — Present · Louisville, KY, US

Education

The University of Alabama
Bachelor of Business Administration - BBA, Finance, General
2019 — 2023

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/.

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About Sophie Stallings

Experience

Associate Financial Advisor

Education

The University of Alabama

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