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 2024 Top Women Wealth Advisors Best-In-State list.

“Theresa and Michele’s inclusion in this prestigious 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.”


“It is truly a pleasure to work with both Theresa and Michele,” said Eric Pronovost, Branch Manager.  “Having two women from the same branch recognized by FORBES is an admirable achievement and reflects the high standards we all strive for at Baird.  We congratulate them both for this wonderful recognition and celebrate everything they do to go above and beyond for their clients and our community.”

Financial advisors are selected for FORBES 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.  FORBES “America’s Top Women Wealth Advisors” was published on February 8, 2024. Rankings based on data as of September 30, 2023.