Bob Sargent is currently the Director, Financial Advisor at Baird, a position held since 2024. They previously served as a Financial Planner at Edelman Financial Engines from 2014 to 2024, and as an Account Executive at Fidelity Investments from 2012 to 2014. Earlier in their career, they worked as a Financial Advisor at Merrill Lynch from 2010 to 2012 and as an Associate at J.P. Morgan from 2005 to 2009. Bob earned a Bachelor of Arts in Economics from Amherst College in 2005.
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