Experience & Background

Annie Muck joined Baird in 2024 as a Client Specialist and became an Associate Financial Advisor with The Burchfield Group in 2026. Prior to joining Baird, Annie worked at Fidelity Investments, where she earned her industry licenses while building a strong foundation in financial planning and client service. She earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Dayton and she also holds the Certified Financial Planner® (CFP®) designation. 

In her previous role, Annie worked closely with clients to develop and maintain investment strategies aligned with their goals and risk tolerance. She educated clients on investment options, built lasting relationships through personalized guidance, and collaborated with financial advisors and portfolio managers to deliver comprehensive wealth management solutions.

Outside the Office

Originally from northern Kentucky, near Cincinnati, Annie frequently returns home to spend time with her close-knit family. When she's not working with clients or studying for her next exam, she enjoys hiking, skiing, and practicing yoga.