Daniel C. Richmond, CFP®
Senior Vice President | Financial Advisor
Dan is a Senior Vice President and Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird as part of the merger from Hefren-Tillotson in 2022. In his 20 years in the industry Dan has served clients as a financial planning expert and as a comprehensive financial advisor. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner he insists that client relationships begin with a plan that justifies an appropriate investment approach.
Dan is a graduate of the University of Pittsburgh with a Business Administration degree with concentrations in Finance and Marketing. While at Pitt, he was fortunate to work as an intern in the Small Business Development Center where he was able to meet and learn from many Pittsburgh area small business leaders. Dan holds Series 7 and 66 securities licenses as well as Life, Accident and Health insurance licenses.
In his personal life, Dan’s first responsibility is raising three responsible sons alongside his wife Lisa. In addition, he currently serves as a founding board member of the Peters Township Middle School Soccer Club and is an active member of a local church.