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Mark Zalewski, Vice President - Private Wealth Management, Senior Investment Consultant and CERTIFIED FINANCIAL PLANNERâ„¢ professional, has been a Baird Financial Advisor since 1997. He brings to his clients over 30 years of experience in the financial services industry. With an extensive background as a bank executive, economic development specialist, educator and entrepreneur, Mark offers his clients the knowledge and experience necessary to help them achieve their financial objectives. His areas of expertise include Comprehensive Wealth Management, emphasizing financial and retirement planning for individuals, executives and business owners and Qualified Retirement Programs for owner-managed businesses.
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I am licensed to offer securities in the following states: AZ, CA, CO, FL, HI, IA, IL, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI.
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