Jesse Wilson is a Director and Financial Advisor with Baird and a CERTIFIED FINANCIAL PLANNER™ professional with nearly three decades of experience helping individuals and families navigate important financial decisions with confidence.
Since beginning his career in 1997, Jesse has been guided by a deep passion for personal finance and a genuine desire to help people. His mission is to help clients feel calm, confident, and in control of their financial future by addressing their most significant financial concerns and aligning every decision with what matters most to them.
Jesse works closely with clients on retirement planning, income strategies, wealth management, and long-term financial security. Whether helping someone prepare for retirement, navigate life's transitions, or gain greater clarity around their financial goals, he takes pride in building meaningful relationships and delivering personalized guidance. Clients often tell him they feel truly heard and leave conversations with a renewed sense of confidence and excitement about the future.
Before joining Baird, Jesse spent 15 years with Edelman Financial Engines and previously held roles with Financial Finesse, USAA, T. Rowe Price, Vanguard, and American Express. His breadth of experience allows him to bring a thoughtful and well-rounded perspective to the planning process.
Jesse earned a Bachelor of Science in Business Administration from Embry-Riddle Aeronautical University and a Master of Business Administration from Colorado State University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Based in Baird's Chandler, Arizona office, Jesse enjoys spending time with family throughout the Southwest and Intermountain West. An avid traveler and outdoor enthusiast, he especially enjoys visiting Idaho and considers Glacier National Park one of his favorite destinations for its breathtaking scenery and natural beauty.