Nick Gomez Email Address
@rwbaird.com
Director, Private Wealth Advisor
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
Lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. I'll work closely with you to gain a complete understanding of your lifestyle, career, philanthropic and wealth planning goals. Once there's a holistic understanding of your objectives, I'll engage a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet your goals. 414- 313-8821 (cell) l nicholas.gomez@bmo.com
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