Kevin Cross
Senior Vice President and Financial Advisor at Robert W. Baird & Co. | Denver, Colorado, United States
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Kevin Cross is a seasoned financial professional with over 25 years of experience in the financial services industry, currently serving as a Senior Vice President and Financial Advisor at Robert W. Baird & Co. Since joining Baird in November 2013, Kevin has leveraged his extensive expertise in investments, asset management, and financial planning to deliver tailored solutions that meet the unique needs of individuals and families. His commitment to providing comprehensive financial planning and customized portfolio management has earned him a reputation as a trusted advisor, guiding clients through various market cycles with a steady hand and a deep understanding of their financial goals.
At Baird, Kevin is actively involved in key projects that focus on developing innovative investment strategies and alternative investments, ensuring that his clients are well-positioned to navigate the complexities of today’s financial landscape. His proficiency in asset allocation and investment management allows him to create diversified portfolios that align with clients' risk tolerance and long-term objectives. Kevin’s holistic approach to financial advisory services encompasses not only investment advisory but also a thorough analysis of equities and other asset classes, enabling him to provide sound advice that is both strategic and actionable.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kevin is dedicated to fostering long-term relationships with his clients, built on trust and transparency. His unwavering commitment to their financial well-being is reflected in his proactive communication and ongoing education efforts, ensuring that clients are informed and empowered to make the best financial decisions. At Robert W. Baird & Co., Kevin embodies the firm’s mission to provide exceptional financial advice and service, contributing to a culture that prioritizes both client success and associate satisfaction.
Senior Vice President and Financial Advisor at Robert W. Baird & Co. in November 2013 to Present
VP- Financial Consultant at Charles Schwab in July 2002 to November 2013
Financial Advisor at Prudential Securities in July 1998 to May 2002
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Retirement Planning
Investments
Finance
Asset Management
Portfolio Management
Wealth Management
Asset Allocation
Investment Advisory
Investment Strategies
Strategic Financial Planning
Financial Advisory
Alternative Investments
Financial Services
Equities
Investment Management
Estate Planning
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Discover more about Robert W. Baird & Co.What is Kevin Cross email address?
Email Kevin Cross at [email protected]. This email is the most updated Kevin Cross email found in 2026.
What is Kevin Cross phone number?
Kevin Cross phone number is +13032706377.
How to contact Kevin Cross?
To contact Kevin Cross send an email to [email protected]. If you want to call Kevin Cross try calling on +13032706377.
What company does Kevin Cross work for?
Kevin Cross works for Robert W. Baird & Co.
What is Kevin Cross's role at Robert W. Baird & Co.?
Kevin Cross is Senior Vice President and Financial Advisor
What industry does Kevin Cross work in?
Kevin Cross works in the Financial Services industry.
Kevin Cross Email Addresses
Kevin Cross Phone Numbers
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