
Orlando Montesino
Senior Vice President
Baird
United States, Wisconsin, Milwaukee
About Me
In addition to preparing client reviews and servicing clients, Orlando manages the day-to-day operations of The Burns Group. He also objectively analyzes all the information of prospective clients to develop specifically tailored retirement plans. Along with retirement planning, his expertise expands into the areas of insurance and estate planning strategies. In his daily work, Orlando uses many of the financial and management skills he acquired in the corporate finance positions he held prior to Baird Retirement Management. Orlando graduated from The University of Texas in 1975 and began his financial career upon joining Deloitte & Touche LLP in Houston, where he audited both large and smal
Profile Information
Senior Vice President
Baird
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
May 15, 2024
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