Sophie Stallings, CFP^®, EA

Sophie Stallings is an Associate Financial Advisor at Baird, having joined the firm in 2023. She is a graduate of Baird’s Financial Advisor Foundations program, where she spent fifteen months gaining experience and education in Private Wealth Management and other roles within the firm. She officially joined the Roberts Group in early 2025.

Sophie earned her bachelor’s degree in finance with a focus in personal wealth management from the University of Alabama. She has also earned her Certified Financial Planner® designation and is an Enrolled Agent for the IRS. 

Sophie volunteers for VITA, preparing tax returns for low- and moderate- income families. She is also on the operations committee for Mercy Academy. Outside of the office, she enjoys spending time with family and friends, reading, and traveling. She is happy to be back in her hometown of Louisville.