Michael John Petros

Corporate Officer/Principal presso Robert W. Baird & Co., Inc. (Private Banking)

Consumer Services

Finance

Profilo

Mr. Michael J.
Petros is a Director of Private Wealth Management at Robert W.
Baird & Co., Inc. He joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager.
With over 30 years of experience in the investment business, he specializes in developing and implementing financial plans for his clients.
These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions.
His investment philosophy is to formulate a long-term investment plan reflecting his client’s financial goals as well as risk tolerance.
Then he recommends a portfolio designed to meet each client’s unique needs.
He received his undergraduate degree from the University of Florida in 1986.
He continued his education and obtained his Certified Financial Planner certification.

Posizioni attive di Michael John Petros

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.	Corporate Officer/Principal	01/04/2001

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Formazione di Michael John Petros

University of Florida

Undergraduate Degree

Esperienze
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Aziende private

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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