Jolene started her career in the financial services industry with The Robinson-Humphrey Company in February 1986. Over the course of her 24 years with that firm it underwent a series of changes that resulted in the creation of Morgan Stanley Smith Barney. In May, 2010, she joined Baird to help grow the Raleigh Office.
Jolene has obtained the Series 7, 63, 65, 66, 8, & 31 industry licenses. She supports the Branch Manager, Financial Advisors and staff by understanding the nature of our business, the products and services that we offer and providing operational support and training. In addition she is responsible for ensuring that we’re following firm and regulatory policies.
Jolene and her husband, Mike, moved to Cary, NC in 1985 from Indiana. They have two grown children, Jordi and Karli.