Cole Shelton CFP, CPWA, EA, recognized as a top next-gen best-in-state wealth advisor by Forbes

COLE SHELTON CFP®, CPWA® TOP NEXT-GEN BEST-IN-STATE WEALTH ADVISOR BY FORBES

DYERSBURG – Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm, announced today that Cole Shelton CFP®, CPWA®, EA® has been named to the Forbes 2024 list of Top Next-Gen Best In State Wealth Advisors.

“Cole Shelton’s appearance on this prestigious national list solidifies his positions among the very best financial advisors in the industry and the country,” said Erik Dahlberg, President of Baird’s Private Wealth Management business. “Cole excels at delivering the best financial advice and service to his clients and couldn’t be more deserving of this recognition.”

The rankings for the list were developed by SHOOK Research and are based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State”. Published on August 8, 2024. Rankings based on data as of March 31, 2024.

About Baird

Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients and more than $455 billion in client assets as of June 30, 2024. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.