Jeff Pedersen, CPWA®, CDFA®, is the Senior Vice President of Wealth Management at The Pedersen Group at Baird, where they have worked since 2011 following 17 years in various roles at major brokerage firms. Their comprehensive approach to investing emphasizes tailored strategies and ongoing advice, focusing on managing risk and simplifying clients' financial lives. Prior to joining Baird, they held significant positions at Morgan Stanley, Salomon Smith Barney, and Piper Jaffray. Jeff began their career as a Store Manager at Great Plains Supply before transitioning into financial advisory roles. They studied at the University of South Dakota Beacom School of Business from 1986 to 1988.
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