Ned Gillette strives to provide his clients with outstanding service and timely investment advice. He advises high-net-worth individuals in the areas of investment and retirement planning. His approach is to adhere to a balanced investment philosophy, combining equities for growth and fixed-income investments for income and portfolio stability.
Ned also helps companies find alternatives to bank deposits and manages their working capital through conservative solutions. In addition, Ned also specializes in Employer sponsored Retirement Plans.
Ned’s emphasis is on long-term planning, using a client-centered, consultative approach, to provide impartial advice in collaboration with each client’s team of professional advisors. He focuses on solutions designed to minimize taxation, support retirement goals and maximize transfer of wealth.
A graduate of Northeast Missouri State, with a Bachelor of Science degree in business, Ned holds the Series 7, 9, 10, & 66 registrations and is licensed to provide Life Insurance & Variable Annuity Insurance. In 2013, Baird appointed Ned Director, and he has been a recipient of Baird's President's Club Award since 2009. Ned also earned the title of Senior Investment Consultant upon completion of the Investment Consultant Program sponsored by Baird, a five day course of study, at the University of Chicago's Graduate School of Business. In March 2014, Ned was named Branch Manager of the Rockford office.
Ned and his wife Kim reside in Roscoe. Their daughter Kacia (Joe) Steiner and two grandsons Jordy and Trace live in Wausau, WI. Son Nathan (Natalie) Gillette currently resides in Bonita Springs, FL. In his free time, Ned enjoys hunting, fishing, boating, golf and spending time with his family.