Frank Downey, CFP®
Director, Senior Investment Consultant
Frank began his career in private wealth management when he joined Northwestern Mutual Life Insurance in Nashville, in 1991. Frank spent years as an advisor with Equitable Securities Corporation before joining Baird in 2000. Frank played an integral part in starting Baird’s first Tennessee location in 2000.
As a Director at Baird, he is responsible for the oversight of all wealth management strategies implemented for his clients. Frank advises his clients on investment policy & asset allocation, investment selection, concentrated stock positions, and wealth transfer and charitable giving strategies. His experience helps him ensure service and communication always meets the expectations of his clients.
Frank is a native of Nashville, he earned a bachelor’s degree from the University of Georgia in 1991. Frank completed the Certified Financial Planner™ certification in 2008. He holds Series 7, 63, 65 and Insurance licenses. Over the years he has been involved with the Endowment Fund, Finance Committee and Member of St. George’s Episcopal Church. Frank has also been active with Achilles International Nashville Chapter, Montgomery Bell Academy Alumni Board, and former Board President of The Ensworth School Alumni Board.