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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
Ed Murphy joined Baird's office in 1999, and now has over 25 years of experience helping his team's clients make informed, prudent financial decisions spanning their lifetime and beyond. As a native of Boston, he earned his Bachelor of Science Degree in Business Administration from Northeastern University. In addition to holding state securities and insurance licenses, Eddie holds a CERTIFIED FINANCIAL PLANNERTM certification -- earned over several years of study and rigorous testing in the areas of investment, insurance, tax, retirement and estate planning. His work toward the CFP® certification reflects his commitment to ongoing education in the profession of investment planning, while providing the highest standard of service to his clients.
In the challenging, low-interest rate environment that we are experiencing, Eddie specializes in creating and adjusting individual municipal bond portfolios to maximize client income while reducing tax exposure.
In his free time, Eddie cherishes spending time with his wife, Suzi, and their son, E.J. Residents of Naples for nearly 25 years, Eddie's family also enjoys spending time at their home on Cape Cod.
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.
Debbie began her career in the financial services industry in 1984 and has been securities licensed for over 25 years. In 2015 she celebrated 20 years at Baird. Her extensive operations expertise makes her an invaluable addition to the PM Financial Group team. More importantly, her warm smile and helpful attitude makes her indispensable to our clients. Debbie handles all of the team’s record keeping and operational responsibilities and is dedicated to providing the very best service to our clients and their families.
Debbie moved to Naples in 1976 from Creston, Iowa. Debbie has two grown children. Her daughter April teaches 2nd grade at Seagate Elementary and her daughter Mindy is an Account Executive with “Gulf Shore Life” magazine. She has three grand-children, Morgan, Ava & Alexa. They all live in Naples. In her spare time, Debbie enjoys spending time with family and friends. She also enjoys cooking, boating and loves the outdoors.