Stacy P. Williams, QPFC is a Director and Senior Investment Consultant with the Hodge Williams Group at Baird. She provides comprehensive investment consulting to successful families, endowments, corporations, and retirement plans. Prior to joining Baird's Private Wealth Management group, she held the position of Associate Equity Research Analyst in Baird's Institutional Petroleum Research Group from 2000 to 2005.
Stacy holds a Master of Science degree from the University of Wisconsin; a Bachelor of Arts degree from the College of Wooster; successfully completed Baird’s Investment Consultants Program hosted at the University of Chicago Graduate School of Business; and attained the Qualified Plan Financial Consultant (QPFC) professional credential. She has received national recognition and was named one of *FORBES America’s Top Women Advisors in 2020, along with being awarded **Forbes/SHOOK Best-In-State Wealth Advisor (2022-2026) and ***Forbes Best-in-State Women Advisors (2026). She is most proud of her local recognitions, including receiving a “Forty Under 40” award by the Milwaukee Business Journal (2010) and Baird’s G. Frederick Kasten award for Client Service Excellence (2007). She is also regularly invited to attend the “Top Women Advisors Summit" hosted annually by Barron’s.
Stacy is a long-time volunteer for United Way of Greater Milwaukee & Waukesha County and was recently appointed by United Way Worldwide to the Women United Global Leadership Council, where she will work to advance opportunities for women across the globe. In addition, she has served United Way as co-Chair of the 2021 UW-GMWC capital campaign raising over $56 million for her community, co-Chair of the Women’s Leadership Council, and co-founder of the Emerging Leaders Council. Stacy is also passionate about the area of medicine focused on the central nervous system and serves on the Neurosciences Research Center Board affiliated with the Medical College of Wisconsin. She is active in the Arts community and designated as an Honorary Trustee by the Milwaukee Repertory Theater, following 10+ years of Board service. She enjoys living in Fox Point with her husband (Blair), two children (Rowan and Rex), and variety of beloved family pets.
*Publication as of April 21, 2020. Rankings as of September 30, 2019.
**2026 FORBES Best-in-State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25.
***2026 FORBES America’s Top Women Wealth Advisors Best-in-State. Published 2/4/26, rankings based on data as of 6/30/25