Michael J. Petros, CFP®, CRC®
Private Wealth Management
Senior Vice President
Michael joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager. With 25 years of experience in the investment business, he specializes in developing and implementing financial plans for his clients. These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions. “The final plan is actually a result of an approach geared toward knowing my clients as well as possible and doing my best to truly understand their total situation.”
Michael’s investment philosophy is to formulate a long-term investment plan reflecting his client’s financial goals as well as risk tolerance. Then he recommends a portfolio designed to meet each client’s unique needs. “I evaluate the client’s investment needs and create an asset allocation model that reflects their individual time horizon, risk profile and return expectations.”
A 1986 graduate of the University of Florida, Michael continued his education and obtained his CERTIFIED FINANCIAL PLANNER™ certification, which is awarded to a select group of planners that meet rigorous education, examination, experience and ethics requirements. Michael has also obtained the Certified Retirement Counselor designation. The CRC designation indicates his ability to counsel pre-retirees and retirees on the many complex facets of retirement planning.
In 2009, 2010, 2011 and 2012 Michael was honored by Atlanta magazine being named a FIVE STAR Wealth Manager-Overall Satisfaction.
Michael resides in Alpharetta and enjoys spending time with his wife April and daughter Caitlin. When not spending time with the family, he also enjoys golfing, shooting sports and motorcycles.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Michele L. Jackson
Private Wealth Management
Registered Client Relationship Associate
Michele is very efficient, organized and great with details which enable her to continually assist in building client relationships and servicing client accounts. Michele has extensive knowledge of 10b5-1 administration and restricted stock transactions.
Michele is a multiple recipient of Baird’s Blue Chip Award which recognizes outstanding contributions. She received the prestigious Toast of Baird award in 2005 for being a “Client Relationship Assistant All Star” and being recognized as one of four recipients for her commitment through exceptional client service and her dedication and willingness to exceed expectations to the branch and firm. In 2006 and 2008 she received the Blue Chip Service Award which recognizes the top 2% of associates who go above and beyond by providing quality service. In December, 2006 Michele was nominated by her associates to be selected as an Associate of the Month for consistently making superior contributions and providing exceptional service.
Michele currently holds the Series 7, Series 63 and 65 licenses.
Michele lives in Cumming, Georgia with her husband Carl. She enjoys mountain and road biking as well as spending time with her German Shepherd.
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