Will Buchman, CFP®
Associate Financial Advisor, Private Wealth Management
In 2021, Will joined Robert W. Baird & Co. as a Client Specialist in the Dallas Private Wealth Management office. Since entering the financial services industry, his focus has been on delivering a high level of service and building meaningful client relationships. Will currently serves as an Associate Financial Advisor to Neil E. Grant, where he helps clients work toward their long-term financial goals.
Background
Will entered the financial services industry in June 2020 as a Financial Services Representative with TD Ameritrade. He joined Robert W. Baird & Co. in May 2021, where he enjoys delivering a more personal and tailored approach to the financial planning process. Will focuses on the planning side of wealth management, specializing in holistic wealth planning that integrates financial, tax, and estate planning.
Education/Licensing
Will graduated from Texas A&M University in May of 2020 with a Bachelor of Business Administration degree, majoring in Finance. He currently holds his FINRA Series 7, 63, and 65 certifications, and is licensed with the Texas Department of Insurance. Will received his CFP® designation in November of 2024.
Personal
Originally from San Antonio, Texas, Will relocated to Dallas after graduating from college. In his free time, he enjoys spending time outdoors, particularly traveling, fishing, and snowboarding. Will is also an avid sports fan and closely follows the San Antonio Spurs and Texas A&M athletics.