How We Work
The Owens Group at Baird partners with high-net-worth families and business owners to manage their most important financial affairs – those that affect the people and causes they care about. We oversee our clients' complete financial picture so they can enjoy the financial security they've earned.
The Owens Group is an exclusive team of seasoned financial advisors and administrative personnel. Backed by Baird's extensive resources and industry relationships, we employ innovative strategies to address sophisticated financial goals, including special family, business and philanthropic interests.
Drawing on diverse, deep expertise and more than 60 years of combined industry experience, our team applies proven portfolio design concepts to a thorough understanding of our clients' values and goals. The result is a uniquely personal plan that helps each client sustain financial stability and attain peace of mind.
Gordon Owens, Jr., CFP®, CIMA®, CMT
Director
Gordon Owens began his career at the investment firm of A.G. Edwards & Sons. In 1998 he joined the firm, Robert W. Baird & Co. Inc., where he was responsible for assembling a team of senior advisors to work with some of Baird’s...
Meade Owens, CPA, PFS, CIMA®, CPWA®
Vice President
Meade is a Vice President and Portfolio Manager with Robert W. Baird & Co. She graduated from the Fischer School of Accounting at the University of Florida with a Bachelor of Science in accounting degree. Meade obtained her Master of...
Josephine Oliva
Assistant Vice President
Josephine is an Assistant Vice President with Baird. She has over 20 years of experience in the finance industry. In 1994, Josephine joined Baird in the corporate office which is located in Milwaukee, Wisconsin. Four years later,...
