How We Work
We work primarily with individuals and families who value long-term relationships, thoughtful planning, and clear, steady guidance—especially during important life transitions.
Many of our clients are widowed or divorced women whose spouse previously handled financial matters. Others are couples who want to be sure that both partners feel confident and comfortable with their financial plan, knowing that one day one person will likely be making decisions on their own.
Our goal is to be your trusted resource during those transitions—someone who provides clarity, simplifies complex decisions, and helps clients move forward with confidence.
Over more than 35 years, we’ve had the privilege of building relationships that often feel more like family. In fact, the way one client described it has always stuck with me: “It feels like having a brother in the business—someone I trust completely, who genuinely cares and always looks out for my best interests.”
That level of trust is not something we take lightly. It’s what guides how we advise, how we communicate, and how we show up for the people we work with every day.
Most of the families we work with have already done the hard part—they’ve built meaningful wealth. Mike's role, and the role of his Baird teammates, is to help them protect it, simplify it, and use it wisely.
Wealth management shouldn’t feel complicated—or distracting.
With us, our Baird teammates work with high‑net‑worth families who value sound judgment and long‑term thinking. We take responsibility for the full financial picture, so our clients don’t have to—coordinating the moving parts and helping ensure their wealth supports the life they want to live.
Rather than chasing trends, we rely on disciplined strategies, thoughtful planning, and experienced people. With the backing of Baird’s resources and relationships, we help address complex family, business, and philanthropic goals while maintaining dependable income and financial stability.
After more than three decades in the industry, we know that peace of mind comes from clarity, preparation, and trust. Every plan we build is personal, intentional, and designed to endure.
Mike Prioletti
Senior Investment Consultant, Director, Private Wealth Management
239-566-3536
Prior to joining Baird, Mike Prioletti spent 11 years in strategic planning for leading consumer products companies. For more than 30 years as a Baird Financial Advisor, Mike has drawn on that strategic expertise and decades of experience navigating multiple market cycles to help clients achieve their goals with confidence.
How Mike Helps Clients
Mike’s approach centers on understanding what matters most to you—your family, your future, and your financial security. His areas of focus include:
- Comprehensive investment planning tailored to your objectives
- Diversified, balanced portfolio development
- Tax and estate planning reviews
- Careful selection and monitoring of managed investment alternatives
Mike believes in looking beyond short-term market noise to keep your long-term goals on track. He works closely with families to define clear investment and wealth transfer strategies, and when specialized expertise is needed, he brings in trusted professionals to ensure every detail is addressed. Clients appreciate Mike’s ability to simplify complex market commentary and provide clarity in uncertain times.
Commitment to Community
Mike is deeply committed to making a positive impact—both for his clients and in his community. He serves as President Elect of the Rotary Club of Bonita Naples. His past leadership roles have included:
- Director, Youth Haven
- Housing Finance Authority of Collier County
- Trustee, Hodges University
- Past President, Bonita Assistance Office Board of Directors
- Past Rotarian of the Year, Rotary Club of Bonita Naples
- Lay Leader, North Naples Church
Mike also hosted The Baird Market Report on WNOG-AM and WINK-FM for many years.
Recognition & Personal Interests
Mike has been honored annually as a FIVE STAR Wealth Manager (2011–2025). In addition to his advisory work, he served as Branch Manager for Baird’s Naples office for over a decade. Outside of work, Mike enjoys hiking, boating, and cooking for friends and family.
His dedication to his community earned him Baird’s prestigious Brenton H. Rupple, Sr. Citizenship Award, recognizing his exceptional service among all Baird associates worldwide.
*This award was issued on 03/01/2025 by Five Star Professional (FSP) for the time period 05/15/2024 through 12/13/2024. Fee paid for use of marketing materials.
Sarah Reif-Beck
Senior Client Specialist
239-566-3536
Sarah began her career with Baird in 2008 shortly after graduating from nearby Florida Gulf Coast University. She has over 10 years of operational expertise within the securities industry and is Series 7 and 66 licensed. You will love the energy that Sarah brings to the equation because, like her teammates, she is all heart -- ready, willing and able to put our team’s knowledge and the many resources of Baird to work for you.
Sarah moved to Southwest Florida from Weeki Wachee, Florida in 2002 and immediately fell in love with her new surroundings. As a Florida native, her interests include the beautiful natural gifts that surround us. She loves the beach and being outdoors. Her caring nature is evident in her volunteer work. She coordinates "Baird Gives Back" in Naples where our entire office, working together, tackles a community project each year. In her free time, Sarah enjoys working out, traveling with her husband Martin, and being with family, friends and her cats.
Veruschka Halligan, CFP®
Wealth Planner
Veruschka Halligan is a CERTIFIED FINANCIAL PLANNER ™professional with more than 20 years of experience in financial services and private wealth management. As a Vice President and Wealth Planner at Baird, Veruschka is an extension of the Financial Advisor’s team providing consultative resources and planning expertise. Veruschka believes a financial plan can help prioritize a client’s goals and provide a roadmap to a successful financial future.
Jessica Bell, JD, CPWA®
Senior Estate Specialist
Jessica Bell joined Baird in September 2022 as an Estate Specialist out of the Winston-Salem office. She is pleased to enter private wealth management after 15 years as a practicing attorney.
Kristen Banks, CPA
Tax Strategist
Kristen Banks joined Robert W. Baird & Co. in 2024 as a Tax Strategist for Baird’s Private Wealth Management Group. Kristen’s role focuses on identifying strategic planning opportunities based on clients’ tax situations.
Linda Grant-Smith, CPWA®, CFP®, EA
Wealth Strategist
Linda is a Wealth Strategist at Baird having joined the firm in July
of 2017. Possessing a unique balance of compassion
and wisdom, allows her to guide and support those around
her. Linda’s story-like approach to Wealth Planning is what sets her
apart from the rest of the field. As a CFP®, she caters to all clients
through her creation of visual, calculated, and proactive plans.
These plans serve as a compass through the territory of taxation,
investments, insurances, health care, education, final wishes, and
anything else falling under the broad scope of personal finances.