Val Bailey
Senior Vice President, Financial Advisor, Private Wealth Management
Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. That’s why I’m an advisor for Baird.
I have been involved in the Wealth Management Business for 25 years which enables me to bring a unique perspective to my clients. I have taken care of retiree’s income needs and established retirement portfolios with investments that will last a lifetime and leave a legacy for your family. I am a fully licensed Financial Advisor with a series 7, 63, 65, Life & Health Insurance License and a member of FINRA. (These licenses are important to know when choosing someone to take care of your money). In December 2017, The Daily Independent awarded me with: "The Best Financial Advisor” "Reader's Choice Award, chosen by readers mail in ballots. I have been a participant in the Brighthouse Premier Advisors since 2020 and a part of the Jackson Star Club since 2015. I am a Member of the NRA, and The National Wild Turkey Federation and a devoted Christian.
If you want to learn more about my practice? Explore the process, values and experience I use to help my clients increase their wealth, plan for and enjoy their retirement and you need someone you can trust to do the same for you, feel free to call me for a consultation. I’m excited to meet you!