Broker Check

The Estes Holland Group

Trusted money management and sophisticated financial planning for families and institutions.

Adam Estes AAMS®, AIF®, QPFC®

Director, Financial Advisor

502.420.1431

AEstes@rwbaird.com

A nationally recognized advisor, Adam first received "On Wall Street" Magazine's 'Top 40 Advisors Under 40' award at age 30. He has been honored in this publication 6 times over the course of his career. "On Wall Street" named Estes #1...
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Michael Holland CFP®, CPWA®, QPFC®

Vice President, Advisor

502.420.1432

MHolland@rwbaird.com

A Summa Cum Laude graduate of the University of Kentucky (with a B.B.A in Finance), Michael has extensive experience in financial planning for high net worth clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and...

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David Estes

Senior Vice President, Advisor

502.420.1400

DEstes@rwbaird.com

After attending Indiana University and serving in the military, David began his wealth management career with Baird in 1973. He has spent his entire career with Baird. David is a CERTIFIED FINANCIAL PLANNER PRACTITIONER™ and has...

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Financial Planning

Financial Planning

We work hand in hand with our Certified Financial PlannerTM professionals to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.

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Trust & Estate Planning

Trust & Estate Planning

Working in collaboration with Baird and your Financial Advisor helps you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.

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Retirement Solutions

Retirement Solutions

The Estes Holland Group serves as independent consultants in Retirement Plans. Along with great attention to the needs of the plan, we also assist our clients with their fiduciary responsibilities.

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