It was recently announced that Theresa Flemma, Managing Director with The Flemma Group in Baird’s Utica wealth management office has been named to Forbes’ 2022 America’s Top Wealth Advisors List. “Theresa’s appearance on this prestigious national list solidifies her position among the very best financial advisors in the industry and the country,” said Erik Dahlberg, President of Baird’s Private Wealth Management business.
“Theresa excels at delivering the best financial advice and service to their clients and she couldn’t be more
deserving of this recognition.” Financial advisors are selected for Forbes’s Top Wealth Advisors list based on an algorithm of qualitative and
quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced,
and assets under management.
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients
from over 160 locations in 33 states and has client assets of more than $275 billion.