Stuart Vander Velde, Cfp® Email & Phone Number

As a Financial Advisor, Stuart assists his clients in defining their version of financial success and mutually developing a plan to keep them on track. Stuart is dedicated to helping his clients achieve their financial goals and is pleased to offer the capabilities of Baird’s Private Wealth Management business. Stuart is a CERTIFIED FINANCIAL PLANNER™ professional, holds the FINRA Series 7 and 66 licenses, as well as his life, health and long term care insurance licenses.In 2018, Stuart partnered with Chris Medley to leverage Chris’ 36 years of experience and to provide additional planning services. Together, they work with high net worth families, corporate executives, and business owners. Stuart’s target market is pre-retirees and high income earning professionals and their families.The Medley Vander Velde Group’s Wealth Management process incorporates three distinct pillars: advanced planning, investment consulting, and relationship management. As advanced planners, every client relationship includes a customized financial plan encompassing wealth accumulation, wealth transfer, wealth protection, retirement income planning, and charitable giving. As investment consultants, investment solutions are matched with risk tolerance, time horizon, and goals. Relationship management prioritizes taking a proactive approach and communication with client’s tax advisors and estate planners.

Listed skills include Leadership, Microsoft Excel, Analytical Skills, Team Leadership, and 14 others.