Heather Osborn serves as the Director of Wealth Planning at Baird since October 2019, following a significant tenure at Hilliard Lyons where leadership roles included Director of Wealth Planning, Wealth Planners Manager, Wealth Planner, and Financial Planning Specialist from November 2003 to October 2019. Prior experience includes positions as a Financial Advisor at Morgan Stanley and a Financial Associate at Merrill Lynch. Educational qualifications comprise a Bachelor of Science in Finance from Western Kentucky University, certifications as a Certified Exit Planner, Chartered Life Underwriter, Certified Financial Planner®, and Accredited Asset Management Specialist. Heather Osborn's expertise is centered on developing and implementing financial planning strategies for high net worth clients.
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