Mitch Settle Email & Phone Number

Most recently, Mitch was named to the Forbes Best-in-State Wealth Advisors for 2022. He was also recently named to the Top 1200 Wealth Advisors in Barron's Magazine for the eleventh year (2011-2022).Mitch Settle is a Director at Baird. He began his career at Hilliard Lyons in 1986 working with his father, Roy Settle. Mitch holds the Chartered Wealth Advisor designation, which is awarded only to Financial Consultants who have completed an extensive program concerning the varied aspects of wealth management. He has been a member of the Hilliard Lyons CEO Council since 1990. In October of 2019, Hilliard Lyons underwent a merger with Robert W. Baird & Co. Incorporated.Continuing the tradition of excellence, Mitch developed The Settle Wealth Group, a team of licensed and trained professionals to assist him in his mission of helping clients build and maintain wealth. Mitch and Group focus on building strong, long-term relationships to carry over to future generations. The Group's objective is to provide integrity, commitment and trust to every client experience. Mitch is passionate about his job. He wants to help his clients make educated investment decisions in all aspects of their lives.