Baird Financial Advisor - Sacramento, CA
The Lineberger Nelson Group
Private Wealth Management
tlineberger@rwbaird.com
Phone   (916) 563-2000  
Toll Free   (888) 792-7451  
Fax   (916) 563-2050  
Robert W. Baird & Co.
300 University Ave  
Suite 200  
Sacramento, CA 95825  
Contact Us
Add to Favorites
Send to a Friend


Home Page
Our Profile
About Baird
Planning Services
Investment Solutions
Accounts & Features
Online Services
Contact Us
Current News
Events


 

Jamie Nelson                         Terry Lineberger CFP®
First Vice President               First Vice President
(916)563-2055                       (916)563-2024 

 

Welcome

As your Financial Advisors, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.  As our relationship builds over time, we will be able to  anticipate your changing circumstances and help advise you on appropriate investment strategies.  We look forward to serving your long-term investment needs.  Please feel free to call us any time.

We take a holistic approach to our clients’ financial life.

Our investment philosophy:

  • Know our clients objectives and goals and give them high priority.

  • Strive daily to be good stewards of both our clients’ trust and assets.

  • Research and uncover opportunities that are technically and fundamentally sound.

  • Have a mutually agreed-on plan of acceptable performance over period of investment.

  • Determine success in longer time frames (such as years instead of days or months).

  • Adapt all resources at our disposal to evaluate and manage risk, make timely investments, develop and preserve wealth for each client.

Click here for:   Assessing Your Family's Financial Needs

We are licensed to offer securities in the following states:

Terry Lineberger AL, AR, AZ, CA, CO, FL, HI, IA, ID, IL, IN, MA, ME, NC, NY, OR, PA, SC, TX, UT, VA, WA, WI.
 
James Nelson AL, AR, AZ, CA, CO, FL, HI, IA, ID, IL, IN, MA, ME, NC, NY, OR, PA, SC, TX, UT, VA, WA, WI.
 

Market Snapshot & Tools  
 

Baird 2009 Annual Report
Highlights Our Accomplishments

Baird ranked NO. 11 among FORTUNE's 2010 "100 Best Companies to Work For®" — a message from Paul Purcell, Baird Chairman, President & CEO.

What are the keys to the
economic recovery?
Watch our award-winning
analysts give their perspectives.


Baird Investment Digest
Spring 2010

2010 Market Outlook and Economic Insight Video

Is a Roth IRA Conversion Right For You? Hear What Our Experts Say
©2000 - 2010 Robert W. Baird & Co. Incorporated.
This site is intended for residents of the state of CA, if you are not a resident of CA, please use our firm locator to find an office in the state which you reside.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.