Senior Vice President
With over 38 years of experience at Baird as a Financial Advisor, Bill and his team provide comprehensive wealth management solutions for business owners and families who are looking to preserve and grow their wealth, while planning for lifetime income and distributions. The team utilizes a disciplined, process-driven approach to best understand the financial needs and goals of our clients in order to deliver personalized advice and customized investment solutions.
After several years with S.C. Johnson & Sons, Bill joined Baird in 1981 as a financial advisor, building long-term relationships with his clients that continue today. Bill is a native of Racine, WI, and a former United States Army officer, serving five years of active duty in Vietnam and Japan after attending the Army Airborne School. Prior to his military service, Bill graduated from St. Norbert College in DePere, WI, with a degree in Business Administration with a concentration in Marketing.
Bill and his wife, Maribeth, live in Mequon, WI. They are proud parents of four adult sons – Tom, Michael, Peter, and Andrew.
As a father of four boys, Bill spent many years coaching youth sports, including Glendale Little League baseball, St. Eugene Parish basketball, Milwaukee Winter Club hockey and is the former GM for Phoenix Midget Hockey, a program that catered to committed high school hockey players in Southeastern Wisconsin.
For many years, Bill also served on the Board of the Milwaukee Easter Seal Society and was one of the founding members of the Milwaukee Sunrise Rotary Club.
Senior Vice President
Patrick provides financial services to clients planning and investing to meet their short and long-term objectives. He utilizes a disciplined process-driven approach to best understand his clients’ financial needs and goals in order to deliver personalized advice and customized investment solutions. Patrick’s strategy includes consistent follow-up with his clients to ensure that their financial lives continue to align with their changing personal circumstances.
Patrick joined Baird as a financial advisor in 2010. His background includes over 25 years of relationship management and problem solving in the financial, medical, and hospitality industries. This experience makes him well suited to work with business owners and individuals. Patrick aims to help his clients and their families attain financial peace of mind, allowing them to pursue their own interests.
Patrick is a Milwaukee native who graduated from the University of Michigan in 1994. He and his wife, Jill, live in Mequon with their three children, Liam, Evan, and Shannen. Patrick is an avid sports enthusiast with a love for travel.
Thomas Naleid, CFP®
Tom joined Baird as a financial advisor in 2016. His background includes 10 years of experience in the commercial insurance industry helping businesses protect their most important assets. Through that experience, Tom was able to identify the varying degrees of risk business owners take and how to best transfer or retain those risks. Tom uses his experience to help business owners and families determine their risk tolerance for investments, putting together a customized financial plan that addresses their unique goals. Through sound advice and exceptional service, Tom helps his clients stay on track.
Tom is a Milwaukee native and graduate of St. Louis University (2007) and Marquette University High School (2003). He has a bachelor degree in Business Administration with a concentration in Finance. Tom and his wife, Brittany, live in Shorewood with their two sons, Forrest and Holden. Tom loves to travel and explore new places. He is an avid sports fan, enjoys playing golf and softball in the summer, and most of all loves spending time with his family.
Assistant Vice President / Senior Client Specialist
Jean’s top priorities are providing exceptional service to our clients and building long-term relationships. Her knowledge and industry experience makes her an invaluable resource for our clients and associates. Jean is instrumental in the training, development and mentoring for many of Baird's newest Client Specialists at the firm's flagship office in Milwaukee, WI.
Jean Pratt began her career in financial services at Baird in 1993. Prior to joining Bill Naleid in Milwaukee Private Wealth Management in 2004, Jean worked in Baird’s Equity Research Department.
Jean is a Milwaukee native and a United States Air Force veteran. She is active in the community as a member of St. Matthias Catholic Church and regularly performs the National Anthem at local sporting events.