Shannon Vitale
Shannon Vitale is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elizabethtown, KY, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
2413 Ring Road, Ste. 117, Elizabethtown, KY, 42701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon serves as a trustee for her husband's trust account and is involved with several organizations, including the WKU Foundation and The Women's Fund of South Central KY. She also serves as a board member for Albany Bancorp Inc and Morgantown Bank and Trust/Deposit Bancorp, Inc, dedicating minimal time to these roles.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations44 states
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