Jeff Roberts

Jeff Roberts is a seasoned financial professional with extensive experience in the investment and wealth management sector. Currently serving as the Managing Director and Financial Advisor of The Roberts Group at Baird since 2003, Jeff has cultivated a successful career that began at Hilliard Lyons - A Baird Company, where Jeff held the position of Branch Manager from 1997 to 2003. Jeff's foundational education includes a Bachelor of Arts in Economics from Vanderbilt University, complemented by advanced studies at The Wharton School, where Jeff graduated from the Securities Industry Institute and Wealth Planning Certification programs.