Kathy Carey is the Director of Investment Research and Advanced Planning at Baird, where she leads the firm's efforts in providing comprehensive wealth management services. With extensive expertise in investment consulting, advanced financial planning, and client service, Kathy is dedicated to helping clients achieve their financial goals. Her strategic approach integrates personalized planning and sophisticated investment strategies to deliver optimal outcomes for clients. In this video, Kathy shares Baird’s unique approach to wealth management, emphasizing the essential components of advanced planning, investment consulting, and exceptional client service that set Baird apart in the industry.