One South Pinckney St
What does retirement look like to you? Let's create a plan together.
What’s happening in the world today, and what it means for your portfolio and plan.
We build and monitor tailored investment strategies to make your goals a reality.
We're always happy to help with any questions you have.
We'll work with you to create a resilient strategy that evolves with you.
Access your Baird Online Account and reports from your Financial Advisor.
The Prestigiacomo Carroll Group is a multi-generational team built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. Our focus is threefold: education, problem-solving and planning to assist our clients in fulfilling their needs – both personal and financial.
We seek to work with individuals and families where we can add value to their financial well-being and make a substantial difference. This can be through investment management, retirement planning, insurance planning, estate planning and education planning. We work with those who value our sound advice, believe in saving for the future and having a well thought out financial plan.
Our investment philosophy revolves around protecting and growing our clients’ wealth for the long term. Relying on our decades of experience through good and bad markets, we design clients' investment portfolios based upon their goals, objectives, values, and risk tolerance. We believe in education and keeping things simple. We seek to take the stress of managing money off our clients’ shoulders, while providing trusted financial advice.
Director, Financial Advisor
Financial Advisor in Training
608 252 5719
Assistant Vice President
Senior Client Specialist