Jim Trapp
Senior Vice President | Associate Branch Manager
John Trapp, CFP®
Vice President | Financial Advisor
John has been in wealth management since 2006. He is a graduate of Georgetown University, CERTIFIED FINANCIAL PLANNER™, and an active member of both the Upper Arlington Rotary Club and Georgetown University Alumni Admissions...
Manage Your Money with Confidence
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Financial Planning
With the help of the Baird financial planning team, we can help you build a plan for your future.
Wealth Solutions
Our tailored approach to the financial markets along with market insights and proprietary solutions can help you achieve your objectives and build long term financial stability.
Trust and Estate Planning
Working alongside the Baird Trust Company, we can help you build and protect your legacy.
Business Solutions
Whether a family business or a complex organization, from valuation to succession planning, our investment banking experts can help business owners navigate a path for your business.