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Senior Investment Consultant
Senior Vice President
Private Wealth Management
Prior to joining Baird in 1991, Mike Prioletti spent 11 years in strategic planning for major consumer products companies. As a Financial Advisor for over 25 years, Mike believes his strategic planning expertise is a benefit to his team's clients. His areas of specialty include comprehensive investment planning, diversified and balanced portfolio development, estate planning services and careful selection/monitoring of managed investment alternatives. His role within the practice focuses on the big picture. He works closely with client families to help them identify their long term investment and wealth transfer goals and then develops careful investment plans to address those goals. He often also calls upon the expertise of specialists, when necessary. Clients often appreciate that Mike monitors the comments of numerous economists and market strategists to help them sort through the confusion and clutter of opinions.
In addition to his work with clients, Mike also serves as Branch Manager for Baird’s Naples office. He loves working on behalf of his team's clients, working to improve lives by volunteering in the community, and whenever possible, Mike loves to cook delicious dinners for his friends and family.
Mike is active in his community as a trustee of Hodges University, a member of the Housing Finance Authority of Collier County, past-president of The Bonita Assistance Office Board of Directors, past Rotarian of the Year for the Rotary Club of Bonita Naples, past lay leader of North Naples Church, and past chairman of Seagate Elementary School’s School Advisory Council. For years, Mike also hosted The Baird Market Report, a feature of WNOG-AM, and WINK-FM radio stations. Mike was awarded one of Baird's top honors as the recipient of the Brenton H. Rupple, Sr. Citizenship Award. This award recognized Mike from among all Baird associates for his generous service and commitment to his community.
Mike has been recognized for fourteen consecutive years as a FIVE STAR Wealth Manager 2006-2019.
Edmund Murphy, CFP®
Private Wealth Management
Eddie joined Baird in 1999, and now has over 25 years of experience in helping his team’s clients and their families in the areas of comprehensive investment planning and risk management. Additionally, he welcomes the opportunity to collaborate with his client’s legal and tax advisors to make sure that we are all on the same page.
A native of Boston, Eddie earned his Bachelor of Science Degree in Business Administration from Northeastern University. He also successfully completed the financial planning program at Boston University, and attained his CERTIFIED FINANCIAL PLANNERTM certification in 2012. Eddie’s work toward the CFP® certification reflects his commitment to ongoing education in the profession of comprehensive investment planning, while providing the highest standard of service to his clients. He is honored by the level of trust and confidence his clients and their families have placed in him and his team over many years.
Within our community, Eddie and the PM group have really enjoyed being a sponsor for Naples area high school girl’s athletics. On a personal level, Eddie also supports the St. Jude Children’s Research Hospital.
In his free time, Eddie cherishes spending time with his wife, Suzi, and their son, E.J.
Residents of Naples for many years, his family also enjoys spending time at their home on Cape Cod. Eddie also enjoys music, movies, baseball, reading, hockey, martial arts, learning new languages, and cooking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP R , CERTIFIED FINANCIAL PLANNER TM and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ED MURPHY EARNS CHARTERED LIFE UNDERWRITER® (CLU®) DESIGNATION
NAPLES, FL – JUNE 3, 2019 – Ed Murphy, Vice President, The PM Group at Baird recently earned the Chartered Life Underwriter® (CLU®) professional designation from The American College of Financial Services. Candidates for the CLU® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements and participate in continuing education to maintain professional recertification.
The Chartered Life Underwriter® designation symbolizes an exceptional standard of knowledge and trust and is among the world's most respected insurance designations. The College’s founder, University of Pennsylvania Wharton School professor Solomon S. Huebner, PhD, created the CLU® program to meet the professional education needs of men and women in life insurance and related financial services.
This prestigious course of study provides professionals with in-depth knowledge relevant to the insurance needs of individuals, families and business owners. The CLU® professional can provide reliable advice on a broad range of financial planning topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.
Sarah began her career with Baird in 2008 shortly after graduating from nearby Florida Gulf Coast University. She has over 10 years of operational expertise within the securities industry and is Series 7 and 66 licensed. Group. You will love the energy that Sarah brings to the equation because, like her teammates, she is all heart -- ready, willing and able to put our team’s knowledge and the many resources of Baird to work for you.
Sarah moved to Southwest Florida from Weeki Wachee, Florida in 2002 and immediately fell in love with her new surroundings. As a Florida native, her interests include the beautiful natural gifts that surround us. She loves the beach and being outdoors. Her caring nature is evident in her volunteer work. She frequently helps local charities that focus on young women in need. She also coordinates "Baird Gives Back" in Naples where our entire office, working together, tackles a community project each year. In her free time, Sarah enjoys working out, baking and being with family, friends and her three cats.
As a Client Specialist for the PM Group, Debbie’s role involves providing team strategy and communication to ensure coordination of services and streamlined processes, portfolio management, trading and client relationship management. Our clients know to call Debbie first with questions or requests. They know that she works hard on their behalf, and is truly dedicated to providing the very best service to them and their families.
Debbie began her career in the financial services industry in 1984. In 2018, she celebrated 25 years at Baird and is now in the Quarter Century Club. Debbie holds her FINRA Series 7 and 63 licenses.
Debbie moved to Naples in 1977 from Creston, Iowa. She has two grown children. Her daughter April teaches 2nd grade at Seagate Elementary School, and her daughter Mindy is an Account Executive with Gulf Shore Life magazine. She has three grandchildren, Alexa, Ava and Morgan. In her spare time Debbie loves going to the beach, biking and boating. She also enjoys spending quality time with her significant other, Paul, her family and friends.