Jody believes that client trust and loyalty are earned every day by hard work, dedication and a laser focus on providing trusted advice and exceptional service.
Jody has been helping individuals and Institutions make sound investment decision since 1996. He started his career with AG Edwards & Sons and remained there through two bank mergers with Wachovia and Wells Fargo. In April 2014 he joined Baird as the branch manager and Senior Vice President of the Charleston, SC office. He is a graduate of the University of South Carolina where he received a BS degree in political science and history. Jody currently holds FINRA licenses for the Series 7, 8, 9, 63 and 66. He is licensed to provide long term care, life insurance and fixed and variable annuities.
Jody has been married to his wife Chloe for thirty years. They met as freshmen at the University of South Carolina and have two beautiful daughters Chloe and Clark. Jody is an avid outdoorsman and a competitive marathon runner and Ironman® triathlete. Jody has been involved with various board affiliations over the years including the Chamber of Commerce and Habitat for Humanity. Jody is a member of St. Philips church and enjoys spending time at the Carolina Yacht Club in Charleston, SC.