David Anderson
Vice President | Financial Advisor at Baird | Saginaw, Michigan, United States
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David Anderson is a dedicated Vice President and Financial Advisor at Baird, where he leverages his extensive expertise in financial planning to deliver tailored wealth management solutions for individuals, businesses, and non-profit organizations. With a strong foundation built on integrity, service, and excellence, David is committed to helping his clients navigate the complexities of financial management. His approach emphasizes a comprehensive evaluation of each client’s unique financial situation, enabling him to craft personalized strategies that focus on wealth accumulation, preservation, and growth.
David's current projects include developing customized retirement plans that align with clients' long-term goals, as well as implementing effective business succession strategies for entrepreneurs looking to secure their legacies. His proficiency in estate planning allows him to guide families through the intricacies of trust management and asset distribution, ensuring that their financial wishes are honored. Additionally, David is actively involved in community outreach initiatives, reflecting his belief in giving back through charity work and public service.
With a robust skill set that encompasses strategic financial planning, public speaking, and business development, David excels in building lasting relationships with his clients. His commitment to customer service and team building fosters a collaborative environment where clients feel valued and understood. As he continues to expand his knowledge and expertise in the financial sector, David remains focused on delivering excellence in all aspects of his work, helping his clients achieve financial security and peace of mind.
Vice President | Financial Advisor at Baird in April 2019 to Present
First Vice President | Wealth Advisor at Hilliard Lyons - A Baird Company in July 2012 to April 2019
Assistance Payments Worker at State of Michigan in April 2011 to July 2012
Unemployment Insurance Examiner at State of Michigan in October 2010 to April 2011
Shipping and Receiving Specialist at Federal-Mogul Corporation in October 2007 to October 2010
Enlisted Accessions Recruiter at United States Air Force in May 2004 to May 2007
Aircraft Armament Lead Crew Team Member at United States Air Force in June 2002 to May 2004
Aircraft Armament Team Member at United States Air Force in July 2000 to June 2002
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Leadership
Financial Planning
Wealth Management
Retirement Planning
Public Speaking
Public Relations
Charity Work
Non-profit Volunteering
Investment Management
Business Development
Team Leadership
Communication
Customer Service
Estate Planning
Finance
Investments
Management
Strategic Financial Planning
Strategic Planning
Team Building
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Discover more about BairdWhat is David Anderson email address?
Email David Anderson at [email protected]. This email is the most updated David Anderson email found in 2026.
What is David Anderson phone number?
David Anderson phone number is +19897905724 and +19897528418.
How to contact David Anderson?
To contact David Anderson send an email to [email protected]. If you want to call David Anderson try calling on +19897905724 and +19897528418.
What company does David Anderson work for?
David Anderson works for Baird
What is David Anderson's role at Baird?
David Anderson is Vice President | Financial Advisor
What industry does David Anderson work in?
David Anderson works in the Financial Services industry.
David Anderson Email Addresses
David Anderson Phone Numbers
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