Carly joined Baird Private Wealth Management in 2014 as a Client Assistant Supervisor when the firm merged with McAdams Wright Ragen.
She began her career in financial services in 2006 at Smith Barney as a receptionist before transitioning to a sales assistant position. Carly joined McAdams Wright Ragen in 2009, where she assumed a leadership role in charge of sales and operation management.
Carly is a graduate of Yakima Valley Community College and holds the FINRA series 7 & 66 licenses.
Why Baird?
Carly is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.