The Elliott-Schmitt Group of Robert W. Baird & Co. Designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices
Online PR News – 19-July-2012 – Roseville, CA – The Sacramento Business Journal announced today that Kent Elliott and Matthew Schmitt of Robert W. Baird & Co. have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Roseville, California.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the June edition of the Sacramento Business Journal.
About Kent Elliott
Kent Elliott started his career as a financial advisor in 1991 and is now a Director with Robert W. Baird & Co. and an honored member of The Presidents Club which recognizes him among the top advisors within the firm founded in 1919. Prior to joining Baird, Kent had been a Sr. Vice President and Managing Director with Wells Fargo and Wachovia Securities respectively where he ranked in the top 5% of all advisors at both firms and was a member of the Wells Fargo Concord Elite and the Wachovia Securities Premier Advisor’s Programs recognizing top advisors excellence within each firm.
About Matthew Schmitt
Matthew has been working with individuals, small businesses and corporations since 1996 to deliver comprehensive investment plans for building and preserving wealth. He is dedicated to helping clients meet their financial goals using customized portfolios, and helps keep those portfolios on target through asset allocation and risk analysis. He takes great pride in putting client interests first and providing exceptional personal service. Prior to joining Baird, Matt distinguished himself within Wells Fargo by receiving honors as top Financial Consultant Associate two years in a row. He was also a 2004 recipient of the firm’s Circle of Excellence award that recognizes the firm’s leading Financial Advisors. Matthew is also a Certified Investment Management Analyst SM (CIMA®) professional and a member of the Investment Management Consultants Association.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
Consideration for inclusion in the NABCAP Premier Advisor list is based on standards set forth by NABCAP. Additionally, the Financial Advisors who have made the list are required to certify that their license(s) are in good standing. The inclusion of a Financial Advisor on the NABCAP Premier Advisor list should not be construed as an endorsement of the Financial Advisor by NABCAP. The overall evaluation score of a Financial Advisor may not be representative of all clients’ experience. Past performance does not guarantee future success.
About R.W. Baird & Co.
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm with more than $94 billion in client assets. With deep expertise, Baird has been a trusted partner to individual, corporate, institutional and municipal clients through many market cycles. Strong, shared values fuel a culture that is unique in the financial industry, empowering a diverse team of passionate people to achieve ever-greater outcomes for clients, employees and communities. Founded in 1919, Baird has grown strategically to meet clients’ needs. Today Baird is an international firm that earns consistent recognition for the quality of what they do.