Jim Vermillion, CIMA®, CFP®

I have been a Financial Advisor with Baird since 1989, bringing over 40 years of investment experience. My areas of expertise include:

• Investment consultation
• Investment planning
• Retirement planning
• Portfolio management

I work with individuals and corporations, guiding them to establish and achieve their long-term goals. I strongly believe in the importance of solid client relationships with integrity as the backbone of those relationships.

My investment philosophy is to formulate a long-term investment plan reflecting my clients' financial goals, as well as risk tolerance, and then recommend a portfolio that is tailored to meet each clients' individual needs.

I earned my BS from the University of Virginia in 1979. In 2003, I completed the Investment Counsel Program sponsored by Baird at the University of Chicago Graduate School of Business. As a result, I have been named Senior Investment Consultant. In February 2007, I received the Certified Investment Management Analyst (CIMA) Designation. In 2009, I earned my CFP® certification.

The CIMA® identifies those individuals who have met the rigorous experience and ethical requirements, have successfully completed investment management coursework and have passed the CIMA® examination, covering various areas in the industry. CIMA® designees must also agree to meet outgoing continuing education requirements and to uphold codes of professional responsibility, performance reporting standards and standards of practice.

I currently live in Lake Forest, IL with my wife Cassandra, our son Jimbo, and our Jack Russell Terrier, Bucky. In my spare time, I enjoy paddle tennis, golf & skiing. Cassandra and I are active members and supporters of the Chicago Botanic Garden and Rush-Presbyterian-St. Luke's Medical Center.