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Jeff Roberts

Jeff Roberts

Director, Financial Advisor

Jeff is a Financial Advisor and Senior Vice President at Baird. He has over 30 years of experience in the investment industry. He is a fully registered representative.

Since joining the firm in 1982, Jeff has worked with many clients to develop a disciplined strategy to help them pursue their financial goals. From 1997-2003, Jeff served as Branch Manager of the Hurstbourne office in Louisville, the firm’s most productive office. In the mid-2000’s, Jeff and Don partnered, creating The Roberts & Kohler Group of Hilliard Lyons, with a goal of bringing a team based approach to meeting client needs.

Jeff is a graduate of Vanderbilt University and holds a wealth planning certification from Wharton School of Business, University of Pennsylvania. When not at the office, Jeff serves on the finance committee at Second Presbyterian Church, Mid - KY Presbytery, and is a board member of Cabbage Patch. He is a former board member of Kilgore Counseling Center, Wayside Christian Mission, Baptist East Hospital and Baptist Health Care Systems. He enjoys reading, running marathons, and playing golf.