About Bailey
As an associate wealth advisor, Bailey assists the advisory team in crafting a financial plan to fit each client’s needs as well as help them stay on track with their financial goals. She primarily assists with meeting preparation, research and data entry, and her attention to detail and problem solving are an asset to the team. She utilizes her strong interpersonal communication skills to serve clients and the company wholeheartedly.
As a child, Bailey was always fascinated with money and was an avid saver, so her father began calling her “the Bank of Bailey.” She chose wealth planning so she could pass on her love of saving and help people better understand their financial options and make more informed decisions. In taking a holistic approach to client needs, she is delighted that she can help others build a comprehensive plan that works for them.
Bailey has more than 10 years of experience with Buckingham Strategic Wealth. She joined the firm in 2011 after earning her bachelor’s degree in business management from Tulane University. She began her career on the client service team and then moved to the centralized portfolio management team before transitioning to an advisory role.
Bailey is a St. Louis native who loves to travel far and wide, especially to a location with a beach. She loves adventure and food (but not adventurous foods!). Outside of work, you can find Bailey reading, exercising and spending time with her partner, Aaron, and their dog, Jam. She also has a passion for sustainability and finding ways to adopt greener options into her lifestyle.
As an associate wealth advisor, Bailey assists the advisory team in crafting a financial plan to fit each client’s needs as well as help them stay on track with their financial goals. She primarily assists with meeting preparation, research and data entry, and her attention to detail and problem solving are an asset to the team. She utilizes her strong interpersonal communication skills to serve clients and the company wholeheartedly.
As a child, Bailey was always fascinated with money and was an avid saver, so her father began calling her “the Bank of Bailey.” She chose wealth planning so she could pass on her love of saving and help people better understand their financial options and make more informed decisions. In taking a holistic approach to client needs, she is delighted that she can help others build a comprehensive plan that works for them.
Bailey has more than 10 years of experience with Buckingham Strategic Wealth. She joined the firm in 2011 after earning her bachelor’s degree in business management from Tulane University. She began her career on the client service team and then moved to the centralized portfolio management team before transitioning to an advisory role.
Bailey is a St. Louis native who loves to travel far and wide, especially to a location with a beach. She loves adventure and food (but not adventurous foods!). Outside of work, you can find Bailey reading, exercising and spending time with her partner, Aaron, and their dog, Jam. She also has a passion for sustainability and finding ways to adopt greener options into her lifestyle.