Shelton Wealth Advisors - Baird Private Wealth Management

Shelton Wealth Advisors - Baird Private Wealth Management A partner that helps you achieve the things you want for yourself and the people you care about most. Baird & Co.

Securities and investment advisory services are offered by Robert W. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

Grateful to have Karen Paschall and Mary Evelyn Ramsey on our team!!
06/05/2026

Grateful to have Karen Paschall and Mary Evelyn Ramsey on our team!!

Thank you to Karen Paschall and Mary Evelyn Ramsey with Baird Financial for joining us this week! 👏

We appreciate you sharing valuable insight on tax planning and helping our members better understand how the “Big Beautiful Bill” may impact us all.

We’re grateful for your time and for investing in our club and community! 💙

Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces....
05/25/2026

Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their country and know that we honor and remember them.

Let’s not forget the essential meaning of the holiday. The service and sacrifice of these men and women should always be remembered — on this day and every day.

Way to go Karen Paschall!
04/22/2026

Way to go Karen Paschall!

We had a great program on April 9! Financial Advisor Karen Paschall with The Shelton Group (Baird Financial) shared helpful insights on recent tax changes implemented under the One Big Beautiful Bill Act. She was joined by Client Assistant Christy Binkley, and both provided valuable information for our members.

In Kevin Howell’s absence, they were introduced by Angela Bryan. Thank you to Karen and Christy for an informative and engaging program!

He is Risen! Today we celebrate the hope, grace, and new life found in the resurrection of Jesus. Easter reminds us that...
04/05/2026

He is Risen! Today we celebrate the hope, grace, and new life found in the resurrection of Jesus. Easter reminds us that love conquered the grave, light overcame darkness, and redemption is available to all. May this truth fill our hearts with peace, joy, and renewed faith today and always.

04/01/2026
We were honored to have one of our financial advisors, Karen Paschall, present at the Dyersburg Chamber of Commerce this...
02/19/2026

We were honored to have one of our financial advisors, Karen Paschall, present at the Dyersburg Chamber of Commerce this week. The presentation focused on the Big Beautiful Bill, providing attendees with an overview of its key provisions and potential impact on local businesses and community members. We appreciate the Chamber for the opportunity to contribute to meaningful discussions that support informed financial decision-making within our region!

The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action.

We are honored to share that the Shelton Group has been named as a Forbes Top Best-in-State Wealth Management Team for 2...
02/03/2026

We are honored to share that the Shelton Group has been named as a Forbes Top Best-in-State Wealth Management Team for 2026! Our team includes Cole Shelton CFP®, CPWA®, EA, Karen Paschall, Mary Evelyn Ramsey CFP®, Kristy Miles, Christy Binkley, and IndiAnn Parker. We want to thank our clients for giving us the opportunity to serve them and look forward to working for them in 2026.

Forbes' rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms. You can visit the full list and explore SHOOK's methodology here: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Published on 01/07/26. Rankings based on data as of 03/31/25.

Sending you warm thoughts and best wishes for a wonderful new year. May the days ahead be filled with joy, laughter, and...
01/01/2026

Sending you warm thoughts and best wishes for a wonderful new year. May the days ahead be filled with joy, laughter, and prosperity for you and those you hold most dear!

🎄✨ Merry Christmas from Our Team to Yours! ✨🎄As we wrap up another wonderful year, we want to take a moment to express o...
12/25/2025

🎄✨ Merry Christmas from Our Team to Yours! ✨🎄

As we wrap up another wonderful year, we want to take a moment to express our gratitude to all our amazing clients, partners, and friends. Your trust and support mean the world to us!

From all of us here at the Shelton Group, we wish you a merry Christmas filled with joy, peace, and laughter. May the new year bring you happiness and success!

Today is all about gratitude, family, and the simple joys that make life beautiful. Whether you’re gathered around a tab...
11/27/2025

Today is all about gratitude, family, and the simple joys that make life beautiful. Whether you’re gathered around a table full of delicious food or connecting from afar, take a moment to reflect on the blessings in your life and the people who make it special. Wishing you a day filled with laughter, love, and plenty of pumpkin pie! Happy Thanksgiving!

Address

1950 U.S. Highway 51 Bypass N. Suite B
Dyersburg, TN
38024

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17312879700

Alerts

Be the first to know and let us send you an email when Shelton Wealth Advisors - Baird Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shelton Wealth Advisors - Baird Private Wealth Management:

Share