Ethan Waterman, Cfp®, Cpwa®

Ethan Waterman, Cfp®, Cpwa® Email and Phone Number

Senior Vice President @ Baird
Kirkland, WA, US
Ethan Waterman, Cfp®, Cpwa®'s Location
Greater Seattle Area, United States, United States
Ethan Waterman, Cfp®, Cpwa®'s Contact Details

Ethan Waterman, Cfp®, Cpwa® work email

Ethan Waterman, Cfp®, Cpwa® personal email

n/a
About Ethan Waterman, Cfp®, Cpwa®

As a Family Wealth Advisor with The Atkins Group, I provide comprehensive wealth management services to high net worth individuals and their families. Our team philosophy is centered around achieving outcomes unique to each client and we choose to partner with Baird to leverage industry leading research, resources, and expertise.

Ethan Waterman, Cfp®, Cpwa®'s Current Company Details
Baird

Baird

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Senior Vice President
Kirkland, WA, US
Ethan Waterman, Cfp®, Cpwa® Work Experience Details
  • Baird
    Senior Vice President
    Baird
    Kirkland, Wa, Us
    View
  • Baird
    Senior Vice President
    Baird Jan 2024 - Present
    Milwaukee, Wi, Us
    View
  • Baird
    Family Wealth Advisor
    Baird Dec 2015 - Present
    Milwaukee, Wi, Us
    View
  • Baird
    Vice President
    Baird Jan 2023 - Dec 2023
    Milwaukee, Wi, Us
    View
  • Baird
    Financial Advisor Associate
    Baird Jul 2015 - Nov 2015
    Milwaukee, Wi, Us
    View
  • Baird
    Private Wealth Management Foundations Program Associate
    Baird May 2014 - Jul 2015
    Milwaukee, Wi, Us
    View
  • Robert W. Baird & Co.
    Asset Manager Research Intern | Private Wealth Management
    Robert W. Baird & Co. May 2013 - Aug 2013
    Milwaukee, Wi, Us
    View
  • Aon Risk Solutions
    Corporate Broking Intern
    Aon Risk Solutions Jun 2012 - Aug 2012
    London, Gb
    View

Ethan Waterman, Cfp®, Cpwa® Skills

Wealth Management Financial Planning Investments Financial Advisory Retirement Planning Insurance Planning Needs Analysis Portfolio Management Investment Management Asset Allocation 401k Rollovers Employee Stock Options

Ethan Waterman, Cfp®, Cpwa® Education Details

  • Marquette University
    Marquette University
    Finance And Marketing
  • Northwestern University
    Northwestern University
    Certified Financial Planner™ Education Program Certificate

Frequently Asked Questions about Ethan Waterman, Cfp®, Cpwa®

What company does Ethan Waterman, Cfp®, Cpwa® work for?

Ethan Waterman, Cfp®, Cpwa® works for Baird

What is Ethan Waterman, Cfp®, Cpwa®'s role at the current company?

Ethan Waterman, Cfp®, Cpwa®'s current role is Senior Vice President.

What is Ethan Waterman, Cfp®, Cpwa®'s email address?

Ethan Waterman, Cfp®, Cpwa®'s email address is et****@****tte.edu

What schools did Ethan Waterman, Cfp®, Cpwa® attend?

Ethan Waterman, Cfp®, Cpwa® attended Marquette University, Northwestern University.

What are some of Ethan Waterman, Cfp®, Cpwa®'s interests?

Ethan Waterman, Cfp®, Cpwa® has interest in Investing, Health And Fitness, Nutrition, Civil Rights And Social Action, Economic Empowerment, Education, Reading, Science And Technology, Retirement Planning, Golf.

What skills is Ethan Waterman, Cfp®, Cpwa® known for?

Ethan Waterman, Cfp®, Cpwa® has skills like Wealth Management, Financial Planning, Investments, Financial Advisory, Retirement Planning, Insurance Planning, Needs Analysis, Portfolio Management, Investment Management, Asset Allocation, 401k Rollovers, Employee Stock Options.

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