Jill M. Roux, CTFA® WMCP®
Assistant Vice President | Senior Client Specialist
Jill is a Senior Client Specialist at Baird and has been with the firm since 2021. As a key member of the team, she is dedicated to delivering an exceptional client experience while providing comprehensive support to Jim.
Jill holds a bachelor’s degree in finance from the University of Wisconsin–Eau Claire and a master’s degree in business administration from Cardinal Stritch University. She brings extensive industry experience to Baird, having previously held roles in investment management and trust services. Jill is FINRA Series 7 and 66 licensed and holds the Certified Trust & Fiduciary Advisor (CTFA®) and Wealth Management Certified Professional (WMCP®) designations.
Originally from Northern Wisconsin, Jill has called Rochester home for more than 20 years. Outside of work, she enjoys giving back to the community through volunteer involvement with various local organizations.