I began my career with Edward Jones in November of 2003. In addition to my general securities licenses, I have my AAMS® designation. I am a firm believer in listening to what the client's needs are. I am a solutions-based financial advisor and I work together with my clients to build, protect, spend and transfer the wealth they've worked so hard to create.
I am originally from Cleveland Ohio. I graduated University of Toledo in December 1993 with a Bachelor of Fine Arts. I ended up in Birmingham, AL in January 1995 through a job transfer and have been here ever since. In 1999, I planted my roots more firmly here as I married Laurence "Ladd" – my husband. We have two daughters, Ally and Julianne. My favorite child is my Cavalier King Charles spaniel (yes, he is a dog, but he loves me most) named Bailey.
In my free time, I choose to be involved with my local high school as lead chaperone parent of the Vestavia Hills High School Band. Both of my daughters have been involved in color guard. I have also been involved in our church vestry, as well as involvement in a couple of the church's organizations.
I am most passionate about financial health – helping people to develop a disciplined strategy so they know where their monies are being spent, how and when. Having a proper budget so we can take advantage of down-market and abundance in emergency funds is essential to one's financial health.
My main goal is helping families organize, build, protect and transfer the wealth they have worked so hard to create.
I am also passionate about physical health and mental health – believing in what you do and loving to do it. I have the privilege each and every day to serve my clients to the best of my capabilities. I am so thankful and blessed to have the clients I have.
Last, I am passionate about college football. Roll Tide!
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Retirement Savings Strategies
My Personal Interests
- Movies & Entertainment
- Personal Fitness
Phone NumberColleen A Baird at (205) 991-3179
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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