Steve Jenkins
Private Wealth Management Financial Advisor @Baird
Signup · Get unlimited contacts
WORK HISTORY
Private Wealth Management Financial Advisor @Baird
US
Financial Planning using Investment Advisory Accounts-Investment Manager selection and monitoring-Estate and Tax Planning guidance.Utilizing Baird\'s vast resources to provide the best solutions for individuals and families investment and planning needs.
EDUCATION
Lakeview High School (Battle Creek)
High School Diploma
University of Michigan
Literature, Science, and Arts -Ann Arbor, MI
ABOUT STEVE JENKINS
As a Financial Advisor, I help small business owners and individuals navigate the financial landscape. In doing so, my clients have the peace of mind that allows them to spend less time worrying and more time doing what they enjoy. Whether you are developing an estate investment plan or determining the optimal way of providing a retirement income stream, I can help you make sense of all the uncertainties.I have been a Financial Advisor with Baird since 2019. My previous firm, Hilliard Lyons, was acquired in April 2019. Tod Dally, also from Hilliard Lyons, is a partner on our newly formed team here at Baird. Our primary goal is to give our clients the best possible outcomes for their specific needs.I welcome a connection- if you are looking to work with a dynamic Financial Advisor -are looking to connect with someone in my network-have a passion to study all aspects of the financial markets Please visit brokercheck.finra.org for states I am registered in.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.