Andrea is a Wealth Planner and Senior Vice President at Baird, having joined the firm in December of 2023. Andrea has been in Financial Services for over twenty-five years. She has spent the last ten years as a Wealth and Financial Planner, empowering clients and their advisors through education, analysis, and discovery to align their life and financial goals. She particularly loves helping solve those financial and estate planning questions that keep clients up at night. Prior to working at Baird, Andrea worked as a Financial
Planning Director at Morgan Stanley and as a Wealth Planner at Wells Fargo Private Bank, serving high to ultra-high net worth clients.