Thomas Schlender Email & Phone Number

I joined Baird in 2000 and have over 35 years of investment and banking industry experience. I specialize in retirement planning, portfolio management and investment consulting. My practice offers a holistic approach to wealth management and retirement income. I advise clients who are in retirement, about to retire or preparing for retirement in the future. I present realistic, conservative strategies that are mindful of investment costs and taxes. I provide thorough, comprehensive reviews to make sure investments remain on track and suited for my clients' retirement goals. Most important, I help my clients find solutions to the key issues facing them, such as wealth transfer or the risk of outliving their money. My wealth management process, PAIR', begins with an in-depth discovery meeting to explore what you want your assets to accomplish for you and your family. I work with you to identify priorities unique to your circumstances. Then, together, we develop a step-by-step long term strategy, which I regularly monitor and adjust to ensure the plan continually reflects your goals. I am fortunate to be among those who love their life's work. I became a Financial Advisor because of my commitment to educate and empower my clients, helping them make informed decisions about their investments and their future. It is especially gratifying to be partnered with Baird Private Wealth Management, who shares my client-first values and work ethic. I remain involved in many charitable organizations such as Habitat for Humanity, Love, Inc., Roosevelt Park Youth Athletics, Conservation Foundation, Architecture Sarasota, All Faiths Food Bank and Save Our Seabirds. As a dual resident of Spring Lake and South Florida, I enjoy playing tennis, fishing, golfing, boating, the arts and travel. I’m also blessed to have one son (Reed) and a living parent.

Listed skills include Series 7, Retirement Planning, Wealth Management, Mutual Funds, and 38 others.