Broker Check
Susan Anderson, CFP®

Susan Anderson, CFP®

Senior Client Specialist

(312) 578-2687

SBAnderson@rwbaird.com

I joined Baird’s Chicago office in 2018 and subsequently moved to the Client Specialist role in 2020. I work alongside Matt to provide the best comprehensive financial services to all our clients. I am a CERTIFIED FINANCIAL PLANNER® professional as well as a registered general securities representative.

I am a graduate of the the Kelley School of Business at Indiana University – Bloomington. I received a Bachelor of Science in Business with a double major in Marketing and Professional Sales and a co-major in International Business. I also hold the FINRA Series 7 and Series 66 licenses.