Baird's Financial Advisors Group - The WE Group, Mequon, WI :Welcome to Baird
The WE Group - Mequon, WI

The WE Group

Milwaukee-Downtown Office
Phone: (262) 240-3541
Toll Free: (800) 711-6132
Fax: (262) 240-3550
Email Us
Robert W. Baird & Co.
1539 W Market St
Mequon, WI 53092
Map/Directions
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Paula Burns
Paula Burns
Registered Client Relationship Associate

262-240-3540

Background


Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.


Education


Paula attended the University of Wisconsin-Milwaukee.

 

Team Role


Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.





Jeffrey J. Krummel
Jeffrey J. Krummel
Registered Client Relationship Associate

262-240-3524

Background

Jeff began his career with Baird in 2000 and has more than 13 years of industry experience. Jeff has been a Registered Client Relationship Specialist in Baird’s North Shore office since January 2008. Prior to that, he spent eight years at Baird’s corporate office in Milwaukee as a Client Services Representative and Account Transfer Representative.

His extensive back office support knowledge, as well as the relationships he built there, has been priceless in helping clients receive even faster service.


Education and Designations


Jeff attended the University of Wisconsin-Milwaukee and received a Bachelor's degree in finance. He holds the FINRA Series 7 and 66 securities licenses as well as his life and health insurance licenses.

 

Team Role


Jeff leads our educational, social and community event planning as well as client inquiries and requests. He is responsible for account maintenance and opening, transfers, & document processing.




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