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Brian J Donnelly CFP®
Robert W. Baird
14 N Parker Drive, Ste 200 |
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Brian provides his clients with more than 20 years of experience in the financial service industry. His areas of expertise include retirement income planning, estate planning, divorce financial planning and building tax efficient investment portfolios. Brian is a licensed Financial Advisor who has obtained the FINRA Series 7, 9, 10, 63 and 65 securities licenses. He has insurance licenses in WI, IL, FL and MN. Brian holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and completed his course work through DePaul University in Chicago. The CFP® certification represents the highest level of competency, ethics and professionalism in the industry. Brian also received the Certified Divorce Financial Analyst® (CDFA®) designation. As a CDFA®, Brian works extensively with attorneys, mediators and clients in an effort to examine the financial impact of various settlement proposals and other finance-related decisions. Brian enjoys sharing his free time with his wife, Lisa and his grown children, Matt and Nicole. He enjoys the outdoors, participating in marathons and triathlons, and traveling. Brian has been a long-time school board member and sports booster board member in Edgerton, WI. He currently is a member of Certified Financial Planners Professionals and a member of the Institute for Divorce Financial Analysts. Learn more about Brian by visiting his website: www.BrianDonnellyBaird.com |
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800.875.1760
