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David EstesCFP®

David Estes
CFP®

Senior VP, Advisor

After attending Indiana University and serving in the military, David began his wealth management career with Baird in 1973. He has spent his entire career with Baird. David is a CERTIFIED FINANCIAL PLANNER PRACTITIONER™ and has the CWA (Chartered Wealth Advisor) designation.

David has gained significant experience and perspective through many market cycles, and is known for being as solid and steady as they come. David enjoys golf and spending time with grandchildren.