Broker Check
Jeff Roberts, CWA®

Jeff Roberts, CWA®

Director, Financial Advisor

Jeff is a Director and Financial Advisor at Baird. He has over 30 years of experience in the investment industry. He is a fully registered representative and holds the Series 8 principal license.

Since joining the precursor firm Hilliard Lyons in 1982, Jeff has worked with many clients to develop a disciplined strategy to help them pursue their financial goals. From 1997-2003 he served as the Branch Manager of the Louisville Hurstbourne Office. Since the mid-2000’s he has led The Roberts Group in creating a team-based approach to meeting their client’s wealth management needs.

Jeff is a Louisville native and Vanderbilt University graduate. He holds a wealth planning certification from the Wharton School of Business, the University of Pennsylvania. He is currently serving, or in the past has served, on the boards of Second Presbyterian Church, Mid-KY Presbytery, Louisville Orchestra, Cabbage Patch, Wayside Christian Mission, Kilgore Samaritan Counseling Service, Baptist Hospital East, and Baptist Healthcare System. He enjoys reading, running, and playing with his grandchildren.