Phyllis works closely with her clients to help them meet their investment needs whether they are active business owners, still accumulating wealth or enjoying retirement. She takes a comprehensive approach to managing her clients' financial needs, including risk assessment and management, strategy development, implementation and ongoing review. Her holistic approach includes close partnerships with her clients' CPAs and Estate Planning Attorneys to insure that all needs and concerns are addressed.

Phyllis Lovrien
Vice President - Private Wealth Management
Baird
United States, Wisconsin, Madison
About Me
Profile Information
Vice President - Private Wealth Management
Baird
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Madison
Wisconsin
United States
Aug 12, 2024
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