"An investment plan doesn't have to be complicated to be good. I make sure my clients understand their investments, and as a result, they feel more comfortable and confident." - Hollie Nelson
Qualifications
Hollie joined Baird in 1998, as a Financial Advisor. Prior to joining Baird, she spent 6 years as a sales assistant in the Racine and Milwaukee area. During her time as a sales assistant, she earned her Series 7 & Series 63 licenses.
Education
A 1991 graduate of the University of Wisconsin – Madison, Hollie earned a bachelor’s degree in Economics and International Relations. In 2006, she achieved the Certified Retirement Counselor™ (CRC®™) designation, and in 2009 she completed Baird's Investment Consultant program hosted at the University of Chicago - Graduate School of Business*.
Awards
Client service has always been a top priority to Hollie. Since 2010, she has been recognized annually by Milwaukee Magazine as a FIVE STAR Wealth Manager Award recipient.
Personal
A life-long Racine resident, Hollie is proud to be part of a community of caring, hard working individuals. Hollie and her husband, Brian, have a blended family with three children between them - Tyler (30), Evan (22), and Marin (20). In her free time, she enjoys volunteering, traveling, and spending time with family and friends.
*The Investment Consultant Program was led by professionals from Baird and other industry firms. It involved a five-day course of study that focused on the needs of clients who are going through major life transitions.