Your Baird Team

Mike Prioletti

Senior Investment Consultant, Director, Private Wealth Management

239-566-3536

Areas of specialty: comprehensive investment planning, diversified and balanced portfolio development, tax and estate planning reviews and careful selection/monitoring of investment alternatives. His advice often focuses on the big picture.

Sarah Reif-Beck

Senior Client Specialist

239-566-2300

239-566-3536

sreif-beck@rwbaird.com

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...

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...

Linda Grant-Smith, CPWA®, CFP®, EA

Wealth Strategist

Linda is a Wealth Strategist at Baird having joined the firm in Julyof 2017. Possessing a unique balance of compassionand wisdom, allows her to guide and support those aroundher. Linda’s story-like approach to Wealth Planning is what...

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.