Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Joe Verdi, CFP®
Senior Vice President
Joe began his career in the financial services industry in 1994 and joined Baird in 2009.
With a strong emphasis on financial planning, Joe’s expertise lies in lifestyle and financial goal setting, and creating a process to measure and track those goals.
When talking to clients he found that when asked what their financial goals are, they cannot articulate them. Joe has worked to come up with a full process to help clients develop specific and measurable goals, which he calls 4I. Not only does Joe create these financial goals with clients but he creates documents and accountability systems to consistently monitor, update, and improve upon them. Joe has a genuine passion for helping people feel confident in their financial situations.
Joe resides in Davenport with his wife Laurie and their three children: Jordan, Sydney and Isabella. In his free time he enjoys spending time with family and friends, following the Iowa Hawkeyes sports programs, drumming, golf, and tennis.
Sydney is part of Baird’s Davenport branch, contributing to their many years of experience. Following in the footsteps of her father and partner, she is dedicated to understanding her clients' vision for the future and helping make their goals a reality. Sydney and her team monitor each of their client’s plans closely, continuously making adjustments as lives and markets evolve. Her areas of expertise include retirement planning, goal setting, tracking set goals, next generation advising, and wealth management for women.
Sydney began her career at Baird in 2016 as a PWM intern. She quickly recognized an opportunity to merge her entrepreneurial spirit and passion for finance with the prospect of helping others achieve their financial goals.
Sydney attended the Tippie College of Business at The University of Iowa, where she graduated with a B.B.A. in Finance and a Leadership Studies Certificate.
After graduating from the University of Iowa, Sydney Joined Baird as a full time employee. During this time she studied Baird’s available resources and services to help clients plan for and navigate their financial lives. Sydney holds her FINRA Series 7 and 66 licenses, and life, health, and long term care insurance licenses.
Sydney currently resides in Davenport which happens to be where she grew up. Outside of work, Sydney is involved in Women United, the YWCA, Tippie College of Business’s Women in Business mentoring program, Junior Achievement, and Dress for Success. Sydney enjoys spending time with her family, traveling to see her friends in Iowa City and Chicago, kickboxing, and following Hawkeye sports.
Sydney is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.