Rick Holman

Rick returned to his role as a Vice President/Senior Estate Planner on Baird’s Private Wealth Management team in November 2024. He works with Baird Financial Advisors, their clients, and clients’ other professionals to promote the benefits of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing existing estate plans, discussing estate planning strategies, answering estate planning questions, and presenting estate planning topics.

Rick originally started with Baird in October 2014, leaving in June 2024 for a very brief stint with Northwestern Mutual’s Sophisticated Planning Strategies team. Before his time at Baird, Rick spent seven years as a manager and consultant in the Estate and Business Case Development unit of The Nautilus Group at New
York Life Insurance Company. Prior to that, he was an Estate Planning Attorney in another company’s advanced marketing department and a Financial Planning Consultant and Advanced Case Design Specialist with Raymond James. Rick has coached advisors on integrating estate planning into their practices; spoken
at advisor forums, client seminars, and estate planning conferences; written articles for industry publications; and taught a financial planning class.

A native of Florida, Rick graduated from the University of Miami with a Bachelor’s degree in Politics in 1993. He earned his J.D. in 1996. He has also obtained his Certified Financial Planner and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63, and 65 licenses. Since 2008, he and his family have lived in the Dallas metroplex.