Profilo
Nina has been a financial advisor for 23 years after spending seven years with the IRS.
Nina joined Baird in February, 1999.
With this extensive background in the investment industry, Nina offers a comprehensive wealth management approach to investing which is based on each client’s specific needs.
“I pride myself in listening carefully to each client in order to assess which investment choices might best suit them.” After evaluating the clients’ investment needs, she helps them develop an asset allocation model to best suit their objectives based on their individual risk tolerance.
The objective may be wealth accumulation through growth, wealth distribution through retirement planning or wealth transfer through estate planning.
Nina earned her degree at Florida State University in International Business, and was in the top 10% of her class.
She is a member of the Palm Beach Estate Planning Council and a member of the Executive Women of the Palm Beaches since 1985.
She is a past president of the Kidney Association of Palm Beach County.
Nina also serves on the Board of Directors of the Palm Beach Gardens Kiwanis.
Nina has lived in Palm Beach County for 28 years, and currently resides in North Palm Beach with her husband Michael and daughter Sonya.
Precedenti posizioni note di Nina Romans
| Società | Posizione | Fine |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Gestore di Portafoglio-Azioni | 01/05/2006 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
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