Jeff Roberts is a veteran Financial Advisor at Baird, having joined the firm in 1982. He has dedicated his career to developing disciplined strategies that help clients pursue their financial goals – and brings over 35 years of investment experience working with multiple generations of families, business owners, non-profits and foundations.
Jeff earned his bachelor’s degree with honors from Vanderbilt University, and is a graduate of both the Securities Industry Institute and Wealth Planning Certification program at the Wharton School of Business, University of Pennsylvania. His career trajectory with Baird has included multiple positions, including servings as Louisville Branch Manager.
Outside the office, Jeff serves as a board member of the Louisville Orchestra and is the current Finance Chair. He has served on the session as Finance Chair, and currently on the Endowment Committee of Second Presbyterian Church. He is a former board member of the Cabbage Patch, Wayside Christian Mission, Kilgore Samaritan Counseling Center, Baptist Hospital East, and Baptist Health Systems. He and Paula just celebrated 44 years of marriage and enjoy spending time with their five grandchildren. He also enjoys running, reading and golf.