Hollie Jeane Nelson

Consultant / Advisor presso Robert W. Baird & Co., Inc. (Private Banking)

Consumer Services

Finance

Profilo

Ms. Hollie J.
Nelson is a Senior Vice President & Senior Investment Consultant at Robert W.
Baird & Co., Inc. She helps uncover needs that may not be realized or known.
She develops a step-by step, long-term strategy that will be continuously monitored and adjusted to ensure financial plans accurately reflects the clients' personal goals.
Ms. Nelson joined the firm in 1998 as a Financial Advisor.
Ms. Nelson received her Bachelor of Science degree in Economics and International Relations from the University of Wisconsin in 1991.
She is also a Certified Retirement Counselor designation, and in 2009 she completed Baird's Investment Consultant program hosted at the University of Chicago - Graduate School of Business.

Posizioni attive di Hollie Jeane Nelson

Società	Posizione	Inizio
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Consultant / Advisor	01/01/2020

Tutte le posizioni attive di Hollie Jeane Nelson

Formazione di Hollie Jeane Nelson

University of Wisconsin

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Hollie Jeane Nelson

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Finance