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Phyllis Lovrien

Vice President - Private Wealth Management

Baird

United States, Wisconsin, Madison

About Me

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.

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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