Mary Rose Zavaglia
Corporate Officer/Principal bij Robert W. Baird & Co., Inc. (Private Banking)
Profiel
Ms. Mary R.
Zavaglia is a Senior Investment Consultant at Robert W.
Baird & Co., Inc. She joined Baird’s Tampa office as a financial advisor in 1998 and has over 30 years of experience in the financial services industry.
Her areas of expertise include: Investment consulting, portfolio management, Wealth management in conjunction with Financial Planning, Corporate and Executive Services, 401(k)s and Stock options.
She attended the University of Maryland at Baltimore.
Actieve functies van Mary Rose Zavaglia
| Bedrijven | Functie | Begin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01-01-1998 |
Opleiding van Mary Rose Zavaglia
| University of Maryland | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
