Rick Holman, J.D., CFP®, CLU®

Rick returned to his role as a Vice President/Senior Estate Planner on Baird’s Private Wealth Management team in November 2024.  He works with Baird Financial Advisors, their clients, and clients’ other professionals to promote the benefits of estate planning and assist with the development of clients’ estate plans.  Specifically, his responsibilities include reviewing existing estate plans, discussing estate planning strategies, answering estate planning questions, and presenting estate planning topics.

A native of Florida, Rick graduated from the University of Miami with a Bachelor’s degree in Politics in 1993. He earned his J.D. in 1996.  He has also obtained his Certified Financial Planner and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63, and 65 licenses. Since 2008, he and his family have lived in the Dallas metroplex.