Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
30yrs
Barbara Woolhandler
Full name on record: Barbara Ann Woolhandler
Financial advisor at Robert W. Baird & Co.
Barbara Woolhandler has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Houston, Texas. Barbara has been with Robert W. Baird & Co. since 2015; before that, Barbara spent six years at Morgan Stanley and 12 years at Citigroup Global Markets. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Texas
OfficeFive Post Oak Park 4400 Post Oak Parkway, Suite 2790, Houston, TX 77027
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- 1996 – 2009Citigroup Global Markets Inc.Previously
Contact Barbara
Local office(713) 296-8050Ask for Barbara. (414) 765-3500Main office · Milwaukee, WI Five Post Oak Park 4400 Post Oak Parkway, Suite 2790Houston, TX 77027Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Barbara
Tailored to Barbara’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Barbara
How do I contact Barbara?
Call Barbara’s local office at (713) 296-8050 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Barbara Woolhandler.
How long has Barbara been a financial advisor?
Barbara has been in the industry since 1996, about 30 years. Top 14% by experience in Texas.
What licenses does Barbara hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Barbara a fiduciary?
Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barbara paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Barbara for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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