Stephanie Quick

Stephanie joined Baird in 2015 as a Client Specialist, where she obtained her Series 7 and 66 licenses. During that time, she worked directly with clients in both an administrative and planning capacity and had a focus in project management. This role helped her realize her interest in analysis and the planning process, and she joined the Wealth Planning Associate team in October 2023. She completed her CFP® Certification Education program through Northwestern University in 2023 and is preparing to sit for the exam.

Stephanie is a graduate of Bowling Green State University and holds a Bachelor of Science in Business Administration with a specialization in Marketing. Prior to Baird, Stephanie spent several years at Park National Bank working in retirement plan administration. This work built a foundation of understanding retirement planning at both a Firm and Participant level. She was also an active member in the Newark Area Jaycees.

She lives outside of Columbus, OH with her husband, daughter and two dogs.