Grant Roberts, CFP®
Vice President, Financial Advisor
Grant’s role as a Financial Advisor with The Roberts Group of Baird, is to work with clients to simplify complex decisions by helping them understand their investment and planning options. He is a fully registered representative and holds the Certified Financial Planner designation.
One of his favorite parts of his role is the opportunity to build lasting relationships with clients. Oftentimes this includes getting to know second and third generation family members; helping them to establish healthy financial groundwork for future success.
Prior to joining Hilliard Lyons in 2013, Baird’s predecessor, he worked as a financial analyst for BMO Harris Bank in Chicago, IL. After five Chicago winters, Grant returned home to Louisville to partner with and learn from his dad, Jeff. He is a third-generation family member at what was Hilliard Lyons. Grant received a B.A. from Furman University in 2008 and fulfilled the education requirement for the CFP® marks from Northwestern University.
Outside of the office, Grant serves on the Board of Directors for the Cabbage Patch Settlement House and enjoys speaking to medical residents and the senior finance Capstone class at University of Louisville. He and his wife Brie have two children, Beau and Lily. In his spare time, he enjoys biking, skiing, golfing, and trying new restaurants.