Account Service Team

Quality of experience is priority one for our team. We believe you deserve well-trained, caring individuals to help with all of your account servicing needs.

 

Heather E. Phelps
Client Relationship Assistant

Heather has specialized in client service and support for The Wise Investor Group since 2006. Her responsibilities include client support with Baird OnLine Accounts and ongoing account maintenance assistance. She earned an associate’s degree from Northern Virginia Community College and is currently pursuing a bachelor’s degree in Communications through George Mason University.

 

Shannon L. Johnson
Client Relationship Assistant

Shannon provides ongoing account maintenance, account processing and client support with Baird OnLine Accounts. She also maintains cost basis for our clients’ accounts and provides assistance with all operating cashiering assistant procedures. Shannon has been with The Wise Investor Group since 2006 and continues to expand her knowledge in the industry.

 

Edward P. Holton
Operations Assistant

Ed is an Operations Assistant for The Wise Investor Group. He provides assistance in transaction execution for the group including IRA distributions, Roth IRA conversions, recharacterizations, check deposits, check writing, direct deposit, wire transfer processing and money market redemptions. He also provides client support with Baird OnLine Accounts.

 

"I would like to talk to
The Wise Investor Group"

Get the help you need to build your wealth management strategy

Talk to a Financial Advisor

 

 

Connect with us:

Get The Wise Investor Show & 
The Midweek Update on your
Smart Phone! 

Download iPhone app
Download Android app
Visit Our Mobile Website
  Find us on iTunes
Follow us on Twitter

©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473

The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.

Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.