Broker Check
Scott Davies, CFP®

Scott Davies, CFP®

Director | Financial Advisor

Scott has 14 years of industry experience and has been with Baird for 11 years. He has earned degrees in Finance and Economics and also has a Master’s degree in Business Administration (MBA) from UW-La Crosse.

Scott provides comprehensive wealth management advice to clients. He holds the CERTIFIED FINANCIAL PLANNER™ certification. Scott guides clients on goal setting, asset allocation, risk management strategies, and long-term planning.

Scott is passionate about helping students and serves as an advisor for Junior Achievement in economics and often speaks to senior high school classes. He has also served as a senior exit project advisor for graduating students. Scott is involved in other community organization including Rotary, BNI and The Pause Project.

Scott lives in Onalaska with his wife Kristie and their daughter. Outside of Baird, he is involved in Elevate Media Group Inc. In his free time, Scott enjoys spending time with his family and traveling.