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Meet Our Team

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Additional information about our team and practices

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Theresa Flemma earns Certified Private Wealth Advisor Certification

The Baird Utica Branch is pleased to recognize Theresa Flemma, Managing Director, for successfully earning the Certified Private Wealth Advisor® Certification.
This is an impressive achievement, reflective of the experience, ethics and graduate-level investment training that make Theresa so valuable to Baird and our Utica branch office.
“The CPWA® certification demonstrates Theresa’s commitment to enhancing her knowledge and skills,” said Baird’s Utica Branch Manager Eric Pronovost.  “We are very proud to have advisors like Theresa who are dedicated to helping her clients in our community.”

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Recent Baird Recognition for Theresa!

Recent Baird Recognition for Theresa!

We would like to congratulate Theresa again on being announced as one of the top Women Advisors at Baird, as well as being chosen to attend the 2023 Barron's Top Women Wealth Advisor Summit. 

Words of Wisdom

"The reality is, it’s time in the market, not timing the market."

- Keith Banks

Welcome to the family!

Welcome to the family!

When you work with us, you're part of our family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Women At Baird

Women At Baird


We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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