David Anderson

David Anderson, CFP®, serves as Vice President and Financial Advisor at Baird since April 2019, specializing in custom wealth management solutions tailored for individuals, businesses, and non-profit organizations. With a strong focus on financial planning, David assists clients in organizing, evaluating, and managing their finances for various needs including retirement, business succession, trust and estate planning, and education funding. Prior experience includes roles as First Vice President and Wealth Advisor at Hilliard Lyons, Assistance Payments Worker and Unemployment Insurance Examiner for the State of Michigan, and positions in logistics at Federal-Mogul Corporation. David's military experience includes service in the United States Air Force. Academic credentials include dual Bachelor of Science degrees in Human Resources Management and Marketing from Park University, along with an Associate of Science in Business Management and completion of Airman Leadership School.