Tim O'Malley serves as the Director of Private Wealth Management at Robert W. Baird & Co., Inc., where he leverages over three decades of experience in the financial services industry to provide comprehensive wealth management solutions. As a Certified Financial Planner (CFP), Tim specializes in...
Tim O'Malley serves as the Director of Private Wealth Management at Robert W. Baird & Co., Inc., where he leverages over three decades of experience in the financial services industry to provide comprehensive wealth management solutions. As a Certified Financial Planner (CFP), Tim specializes in wealth enhancement, transfer, and protection strategies, ensuring that his clients' financial legacies are preserved and optimized for future generations. His expertise extends to charitable planning, allowing clients to align their philanthropic goals with their overall financial strategies.
Since joining Baird in 1989, Tim has been instrumental in developing tailored financial plans that address a wide array of concerns, including tax implications, insurance needs, and retirement planning. His extensive knowledge in strategic financial planning is complemented by his professional licenses, including Series 7, Series 63, and Series 65, which enable him to offer a full spectrum of investment advisory products and services. Tim's commitment to excellence is reflected in his status as an inaugural member of Baird's prestigious "1919 Club," recognizing his outstanding contributions to the firm and its clients.
Tim's approach to wealth management is characterized by a deep understanding of his clients' unique circumstances and aspirations. He employs a holistic strategy that encompasses mortgage lending, derivatives, and business development, ensuring that every aspect of a client's financial life is considered. By fostering long-term relationships built on trust and transparency, Tim and his team at Baird are dedicated to helping clients navigate the complexities of wealth management, ultimately empowering them to achieve their financial goals with confidence.
