Bryan Sampson, CFP®, is the Director Senior Investment Consultant in Private Wealth Management at Robert W. Baird & Co., where they have worked since 2009. Prior to this role, Bryan held the position of Vice President of Wealth Management at Morgan Stanley Smith Barney from 1988 to 2009. They possess a Bachelor of Business Administration (BBA) in Finance from the University of Iowa - Henry B. Tippie College of Business, earned between 1981 and 1985. Bryan has a strong background in Financial Planning, Wealth Accumulation, Investment Strategies, Retirement Planning, and Investment Advisory.
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