Stephanie Quick

Stephanie Quick, CFP® is a Wealth Planning Associate and Client Specialist at Baird since September 2015, providing services in Private Wealth Management and Institutional mutual funds while holding Series 7 and 66 certifications. Prior experience includes roles at The Park National Bank from June 2009 to September 2015, including Assistant Trust Officer, where responsibilities encompassed managing Retirement Plan Services, conducting employee education training, and supporting marketing strategies. Earlier positions included administrative roles at Acuity Brands Lighting, focusing on documentation conversion and order troubleshooting. Stephanie Quick earned a Bachelor's degree in Business with a specialization in Marketing from Bowling Green State University between 2005 and 2009 and is currently enrolled in a CFP® Certification Education program.