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Adam EstesAAMS®, CWA®, AIF®, QPFC®

Adam Estes
AAMS®, CWA®, AIF®, QPFC®

Director, Financial Advisor

A nationally recognized advisor, Adam first received "On Wall Street" Magazine's 'Top 40 Advisors Under 40' award at age 30. He has been honored in this publication 6 times over the course of his career. "On Wall Street" named Estes #1 on their 2015 list of Top Ten Regional Advisors Under 40. He has been featured in the Wall Street Journal, and was named by Barron’s as one of "America's Top 1,000 Financial Advisors" in 2013.

In 2014, Barron's placed Adam on their "Top 1200 Financial Advisors” list. He was named to the Financial Times’ “Top 400 Advisors” group in 2013, 2014, and 2015. Adam is active at the board level in a number of philanthropic organizations.

Adam grew up around the wealth management industry as the son of David Estes, a lifelong Advisor at Baird Bloomington office. Adam began his career with Baird in 1999 as a member of the Estes team and has continued to evolve and expand his practice.  He is a graduate of Indiana University and has an MBA from Indiana Wesleyan University.

During his more than 20 years of working in the profession, Adam has developed deep technical skills in financial planning, investment management and working with generational families to help define goals and build customized plans to meet their complex needs. 

When not working, Adam can be found spending time with his wife Kari and their four children.

Holders of an Accredited Investment Fiduciary (AIF) designation have demonstrated required knowledge and expertise in working with retirement plans.  Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services.  Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services.  For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.