Branch Manager, Senior Vice President
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 Robert W. Baird & Co. 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 twenty-five years, and they have two beautiful daughters. Jody is an avid outdoorsman and a competitive marathon runner and Ironman® triathlete. Jody has been involved with various board affiliations.
Senior Client Specialist
Judie Meriweather began her career in the financial services industry with The Robinson-Humphrey Company in 1985. She worked at the firm for 25 years as it went through a series of mergers and acquisition which resulted in the creation of Morgan Stanley Smith Barney. She joined Baird in May, 2010 to help open our Raleigh, NC office. She is looking forward to utilizing her 25 years of experience working with the other members of the management team to build a strong presence in Raleigh. Her industry licenses include the Series 7, 9, 10, 31, 63 and 66. Judie was born and raised in Saginaw, Michigan. She has lived in Ohio and Illinois prior to moving to Raleigh in 1982. She enjoys golf, tennis and spending time with her family, especially her grandchildren.
Senior Client Specialist
Jolene started her career in the financial services industry with The Robinson-Humphrey Company in February 1986. Over the course of her 24 years with that firm it underwent a series of changes that resulted in the creation of Morgan Stanley Smith Barney. In May, 2010, she joined Baird to help grow the Raleigh Office. Jolene has obtained the Series 7, 63, 65, 66, 8, & 31 industry licenses. She supports the Branch Manager and Financial Advisors and staff by understanding the nature of our business, the products and services that we offer and providing operational support and training. She is involved in overseeing cashiering and order flow, new account processing and ensuring that we’re following firm and regulatory policies. Jolene and her husband, Mike, moved to Cary, NC in 1985 from Indiana. They have two children, Jordi and Karli.