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
Baird
1539 W Market St
Mequon, WI 53092
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Paula Burns
Paula Burns
Senior Client Specialist

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.





Madeleine Hayes
Madeleine Hayes
Private Wealth Management Analyst

262-240-3917

Background

Madeleine worked for Baird while studying Accounting at Marquette University. Upon graduation, she worked for a local manufacturing company as a Financial Analyst. Maddie returned to Baird to join the WE Group as a PWM Analyst.

Education and Designations

Madeleine graduated from Marquette University with a Bachelor’s of Science in Business Administration with a degree in Accounting. She is currently studying for her CPA exam. She holds the FINRA Series 7 & 66 licenses.

Team Role

Madeleine will focus on providing investment analysis and investment ideas based on the team's asset allocation strategies. Further, she will assist in Client Reviews and performance reporting, as well as Private Client Proposals. She also plans to leverage her accounting degree to provide tax expertise for the team.




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