Ned Gillette currently serves as the Branch Manager, Managing Director, and Financial Advisor for The Gillette Group at Robert W. Baird & Co. Inc., where he leverages over two decades of experience in the financial services industry to guide clients toward achieving their investment growth...
Ned Gillette currently serves as the Branch Manager, Managing Director, and Financial Advisor for The Gillette Group at Robert W. Baird & Co. Inc., where he leverages over two decades of experience in the financial services industry to guide clients toward achieving their investment growth goals. Under his leadership, The Gillette Group has cultivated a reputation for exceptional service, characterized by proactive communication and a deep commitment to understanding each client's unique financial landscape. Ned's expertise spans a broad spectrum of wealth management disciplines, including investments, portfolio management, retirement planning, and asset allocation, ensuring that clients receive tailored strategies that align with their individual risk tolerance and long-term objectives.
At Baird, a firm celebrated for its employee ownership and independent approach, Ned has spearheaded key projects that focus on enhancing client engagement and optimizing portfolio performance. His team utilizes advanced investment advisory techniques and comprehensive financial planning methodologies to navigate the complexities of the market, particularly in equities and asset management. By carefully monitoring overall portfolio volatility, Ned ensures that clients are not only positioned for growth but also safeguarded against potential market fluctuations. This holistic approach to wealth management reflects Baird's core values and commitment to client success, making The Gillette Group a trusted partner for individuals seeking to secure their financial futures. As a result, Ned Gillette continues to be a driving force in the industry, dedicated to empowering clients through informed investment decisions and strategic financial guidance.