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The Wise Investor Group at Baird

Ann Summerson, Financial Advisor, CFP®; Samanta Rodriguez Traconis, Marketing Assistant; Heather Phelps, Client Assistant; Angie Miller, Client Assistant; Jennifer Collins, Branch Administrative Supervisor; Tamara Burkhalter, Branch Operations Assistant
11951 Freedom Drive, Suite 1000
Reston Virginia 20190

The Wise Investor Group aims to bring clarity to each client’s financial life. We depend on the planning process to drive our portfolio recommendations because we believe your investments should fit you, not the other way around. Following a disciplined, research-based approach, we build diversified, high quality portfolios.

Q: What do the other women in your firm say they appreciate about their work?

A: Samanta Rodriguez Traconis: I am constantly looking forward to seeing what I’ll learn next.
Heather Phelps: Working hard and maintaining good relationships with my co-workers always pays off.
Angie Miller: Don’t focus on difficulties. It wouldn’t be a challenge if it wasn’t hard to overcome. You follow clients through their ups and downs; you are like the family in the background that is always there to help.

Jennifer Collins: The culture we have acts as a catalyst to innovate, try new things, not to be afraid of failures. I’m challenged and encouraged to find creative ways to solve problems.
Tamara Burkhalter: Don’t ever stop learning and growing as a person. We all need people skills, the attitude and ability to handle difficult situations, and problem-solving strategies.

Q: What was a major turning point in your life or career?

A: Ann Summerson: I got into the financial services industry as a career change in my late 30’s. It was a great move. My focus is financial planning and it’s been so rewarding over the years to see plans come to fruition, to watch goals be met and exceeded.

Q: What changes or innovations are on the horizon in your industry?

A: Ann Summerson: Technology is transforming the industry, and some say that computers can do everything that human financial advisors can. While there are new web-based financial planning and investment tools, nothing can replace having a live person advise you and keep you on track, especially once you start to accumulate wealth.

Robert W. Baird & Co. Incorporated does not provide tax or legal advice. All investments carry a level of risk, including loss of principal.