AeroLeads people directory · profile
Ethan Waterman, Cfp®, Cpwa® Email & Phone Number
Senior Vice President
at
Baird
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Ethan Waterman, Cfp®, Cpwa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ethan Waterman, Cfp®, Cpwa® is listed as Senior Vice President at Baird, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Ethan Waterman, Cfp®, Cpwa®.
Ethan Waterman, Cfp®, Cpwa® previously worked as Family Wealth Advisor at Baird and Vice President at Baird. Ethan Waterman, Cfp®, Cpwa® holds Bachelor Of Science In Business Administration, Finance And Marketing from Marquette University.
Company email context
Email format at Baird
This section adds company-level context without repeating Ethan Waterman, Cfp®, Cpwa®'s masked contact details.
*@rwbaird.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ethan Waterman, Cfp®, Cpwa®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Financial Planning, Investments, Financial Advisory, and 8 others.
Current workplace
Ethan Waterman, Cfp®, Cpwa®'s current company
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8 roles
Ethan Waterman, Cfp®, Cpwa® work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Current
Jan 2024 - Present
Family Wealth Advisor
Current
Dec 2015 - Present
Vice President
Jan 2023 - Dec 2023
Financial Advisor Associate
Jul 2015 - Nov 2015
Private Wealth Management Foundations Program Associate
May 2014 - Jul 2015
Asset Manager Research Intern | Private Wealth Management
May 2013 - Aug 2013
Corporate Broking Intern
Jun 2012 - Aug 2012
2 education records
Ethan Waterman, Cfp®, Cpwa® education
Bachelor Of Science In Business Administration, Finance And Marketing
Marquette University
School Of Professional Studies, Certified Financial Planner™ Education Program Certificate
Northwestern University
FAQ
Frequently asked questions about Ethan Waterman, Cfp®, Cpwa®
Quick answers generated from the profile data available on this page.
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 Baird?
Ethan Waterman, Cfp®, Cpwa® is listed as Senior Vice President at Baird.
What is Ethan Waterman, Cfp®, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Ethan Waterman, Cfp®, Cpwa® at Baird.
Where is Ethan Waterman, Cfp®, Cpwa® based?
Ethan Waterman, Cfp®, Cpwa® is based in Greater Seattle Area, United States while working with Baird.
What companies has Ethan Waterman, Cfp®, Cpwa® worked for?
Ethan Waterman, Cfp®, Cpwa® has worked for Baird, Robert W. Baird & Co., and Aon Risk Solutions.
How can I contact Ethan Waterman, Cfp®, Cpwa®?
You can use AeroLeads to view verified contact signals for Ethan Waterman, Cfp®, Cpwa® at Baird, including work email, phone, and LinkedIn data when available.
What schools did Ethan Waterman, Cfp®, Cpwa® attend?
Ethan Waterman, Cfp®, Cpwa® holds Bachelor Of Science In Business Administration, Finance And Marketing from Marquette University.
What skills is Ethan Waterman, Cfp®, Cpwa® known for?
Ethan Waterman, Cfp®, Cpwa® is listed with skills including Wealth Management, Financial Planning, Investments, Financial Advisory, Retirement Planning, Insurance Planning, Needs Analysis, and Portfolio Management.
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