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.