Joel Beck
Branch Manager | Senior Vice President@ Baird
Racine, Wisconsin, United States
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Joel Beck is a Director and Branch Manager at Robert W. Baird & Co., specializing in comprehensive financial planning and investment advice. With over 22 years of experience, he manages assets for individuals, corporations, and institutions. Joel publishes a monthly newsletter for clients. He holds a BS in Engineering from the University of Wisconsin- Madison. Joel enjoys spending time with his family, traveling, watching baseball, golfing, fishing, woodworking, reading, and coaching children's sports. He is based in Racine County, Wisconsin.
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Emails and Phone Numbers

@rwbaird.com
+1 262939****
+1 262633****
+1 414271****
+1 414765****
+1 262878****
+1 262634****
+1 262884****
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About

Joel is Director and Branch Manager at the Racine office of Robert W. Baird & Co. He specializes in comprehensive financial planning and investment advice, using his more than 22 years of experience to manage assets for individuals, corporations and institutions. Joel publishes a monthly newsletter specifically for clients. Joel received his BS in Engineering at the University of Wisconsin- Madison. He enjoys spending time with his family, traveling, watching baseball, golfing, fishing, woodworking, reading and coaching children’s sports. Joel and his wife and children live in Racine County.

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Work Experience

777 East Wisconsin Avenue, Milwaukee, WI, 53233, US

Financial Services

4923
Phone
+1 4147653500
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Joel Beck's Professional Milestones

  • Financial Consultant (2008-12-01~2009-07-01): Providing expert financial advice and guiding clients towards efficient business operations.
  • Branch Manager | Senior Vice President (2009-07-01~): Driving strategic initiatives to optimize branch operations and achieve record-breaking sales.
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Education

University of Wisconsin-Madison
University of Wisconsin-Madison

Civil & Environmental Engineering

1986-1990