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

The WE Group

North Shore 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
Our Networks

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.





Ashley K. Neuworth
Ashley K. Neuworth
Client Relationship Assistant

262-240-3534

Background


Ashley began her career with Baird in 2012 and has more than 7 years of industry experience. Ashley has been a Client Relationship Assistant in Baird’s North Shore office since September 2012. Prior to that, she worked at Baird’s Madison West office, Raymond James and LPL Financial.

Ashley’s extensive industry knowledge, eagerness to learn and work with people makes her an excellent resource for clients to work with.   

Education and Designations


Ashley attended Lakeland College and received a Bachelor's degree in business management and finance. She currently holds the FINRA Series 7 securities license.

Team Role


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




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