It was recently announced that Theresa Flemma, Managing Director with The Flemma Group, and Michele Sheridan, Director, with The Sheridan Group, in Baird’s Utica wealth management office have both been named to Forbes’ 2022 Top Women Wealth Advisors List.
“Theresa and Michele’s appearance on this prestigious national list solidifies their 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 and Michele excel at delivering the best financial advice and service to their clients and they couldn’t be more deserving of this recognition.”
Financial advisors are selected for Forbes’s Top Women Wealth Advisors 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 $255 billion.
Michele Sheridan – Michele, a CERTIFIED FINANCIAL PLANNER™ Professional, has helped her clients build and manage their personal finances since 1993. As the founding member of The Sheridan Group, Michele uses a comprehensive and strategic approach to financial planning to help each client achieve and maintain the best lifestyle possible. Michele takes into account the ever-evolving aspects of clients’ lives; from investments to life insurance, and everything in between. Although Michele has worked with hundreds of clients, she treats each individual with the same care and respect as though they were a member of her family. Michele received her Bachelor of Arts with honors from Binghamton University in 1992. Michele is also a director for the Women’s Fund of Herkimer & Oneida Counties and continues to work closely with the Zonta Club of Utica as well as with many other local organizations.
Theresa Flemming – Theresa was named to Forbes Best-In-State Wealth Advisors and Forbes America’s Top Women Wealth Advisors 2020 & 2021 Theresa is a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director at Baird. Throughout her career, she has successfully helped individuals, families, and businesses navigate financial challenges while achieving their financial objectives. Regardless of your current financial needs, Theresa and her dedicated team are committed to helping you build a financial plan that specifically fits you. Theresa received her B.S. Degree in Finance from Siena College, and her M.S. Degree in Business from SUNY IT. She is Series 7, 63 & 65 registered and licensed for Life, Health, and Long-Term Care. Her customized, client-specific, and dedicated approach to all aspects of financial planning promotes long-standing relationships. As a Mohawk Valley native, Theresa firmly believes in giving back to her community. Most recently, she was a member of the AHA Utica Advisory Board and was their Director of Registration for America’s Greatest Heart Run & Walk for many years. She has also served on several boards including Stevens-Swan Humane Society and the Utica Curling Club. Her community sponsorships include MVHS Prohibition Night, AHA Executive Challenge, CycleNation, the Monopoly® City of Utica Game for the Abraham House, and several events for the Neighborhood Center. She ceaselessly strives to live by the words her parents taught: “treat people with integrity, honesty and respect” … and provide exceptional service while working with you through life’s financial journey!