Brian Meyer is a seasoned financial professional with extensive experience in wealth management. Currently serving as Vice President and Financial Advisor at Robert W. Baird & Co. since August 2005, Brian focuses on a disciplined, goal-based asset management strategy that effectively balances risk and return for clients throughout various stages of wealth accumulation, preservation, and distribution. Prior to this role, Brian worked at Morgan Stanley from December 1999 to August 2005, providing comprehensive financial planning and asset management services to high net worth individuals and technology executives. Brian began their career at Prudential Insurance in late 1999 as a Financial & Insurance Service Consultant. Brian holds a Bachelor of Business Administration in Finance and Financial Management Services from Marquette University.
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