Rick Holman, J.D. CFP®, CLU®
Estate Planning
Rick is a Senior Estate Planner for Baird’s Private Wealth Management group based in Dallas. In this role, he works with clients, along with their Baird financial advisors and other professional advisors, to promote the benefits of estate planning and assist with the development of estate plans.
Prior to joining Baird in 2014, Rick was a consultant and manager in the Estate and Business Case Development unit of The Nautilus Group, a service of New York Life Insurance Company. Additionally, he has worked as an Estate Planning Attorney in the insurance industry, and as a financial planning consultant and advanced case design specialist with Raymond James Financial.
Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars and estate planning conferences; and contributed articles to industry publications.
A native of Florida, Rick graduated from the University of Miami with a degree in politics and earned his J.D. from Florida State University. He has obtained his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Life Underwriter® designations, and holds FINRA Series 6, 7, 63 and 65 licenses.