John Lipe, CFP®, is the Managing Director at Baird Private Wealth Management, where they oversee a Wealth Advisory team known as The Lipe Group. They have been with Baird since 2013, following a tenure as a Financial Advisor at Morgan Stanley from 2007 to 2013. John holds a Bachelor of Science degree from Duke University, earned in 2002, and is committed to providing client-focused financial, estate, and tax planning services while fostering a legacy of meaningful impact.
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