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2 Mid America Plaza, Suite 904, Oakbrook Terrace, IL 60181

630-368-3340
jtolbert@rwbaird.com
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Our Profile

We take the time to ask the deep questions that give us a thorough understanding of our clients’ lives beyond finances.

The Tolbert Group, a multigenerational team at Baird, offers comprehensive investment advice that is personalized for their client’s individual needs. Our process begins with truly getting to know our clients – their values, hopes and concerns. We have an open line of communication as we provide ongoing management and oversight to help keep our clients’ investments aligned with their plans as their personal situation evolves.

Jeffrey Tolbert

Jeffrey Tolbert

Director | Resident Branch Manager | Financial Advisor

630-368-3341

jtolbert@rwbaird.com

Jeffrey B. Tolbert joins Baird with over 30 years of wealth advisory experience. Prior to joining Baird, Jeff was a Senior Vice President at UBS since 1994, and worked alongside his father, George Tolbert, at Prudential since 1983....

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George Tolbert

George Tolbert

Financial Advisor

630-368-3346

866-945-9473

gtolbert@rwbaird.com

George P. Tolbert joins the team after nearly 5yrs of military service as a U.S. Army Captain. Before Baird, George attended The Citadel where he earned a bachelor’s degree in business administration and commissioned as an air...
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Client Centered

Client Centered

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.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.