Megan Wholey is a Vice President and Family Wealth Advisor at Baird. She and her three partners, The Wholey Poitras Group, work with families and small business owners to serve their investment and estate planning needs, and have been recognized by Forbes as a Best-in-State Wealth Management Team. ...more

Megan Wholey is a Vice President and Family Wealth Advisor at Baird. She and her three partners, The Wholey Poitras Group, work with families and small business owners to serve their investment and estate planning needs, and have been recognized by Forbes as a Best-in-State Wealth Management Team. Megan is a graduate of Marquette University in Milwaukee, WI. She received her M.B.A. from Loyola University of Chicago, and her certification in Wealth Management Theory and Practice from Yale. She has served on the Affiliates Board of Start Early (formerly The Ounce of Prevention) since 2016.less