The Vitale Group - Baird Private Wealth Management

05/29/2026

Happy birthday to the sunshine of our office! Have a great weekend celebrating yourself, Kelsey and thanks for all you do to keep our office full of smiles! Kelsey Holland Cooksey!

05/26/2026

We're looking forward to another great summer with our new interns!

We’re excited to welcome our summer interns to the branch - Eli Carter, Cooper Reynolds, Addie Chumley, and Brendan Gilbert!

05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage and service will never be forgotten. Wishing everyone a safe and meaningful Memorial Day. Our office will be closed today, but will re-open on Tuesday.

05/13/2026

The month of May means one of our favorite traditions - Baird Gives Back! Each year, Baird encourages branches to support local charities and give back to the communities we call home.

This year, we spent time walking and socializing dogs at the Bowling Green/Warren County Humane Society, as well as helping set up and serve lunch at the The Salvation Army Bowling Green's Block Party.

We're always grateful to be part of a firm that values giving back and encourages us to step outside the office to make a difference right here in our hometown.

05/12/2026

We did something a little different for Mother's Day this year and had an office wide diaper drive for the Center for Pregnancy. Jacqueline Hunt Keltner, Kelsey Holland Cooksey and Maddy Jones delivered our collection today and everyone appreciated our gifts!

05/10/2026

Wishing a Happy Mother's Day to all the women in your lives who have made life easier and loved you BIG! May this day be full of special memories with everyone you love!!💐💐💐

05/01/2026

Today we said "see ya later" to another Baird Intern. Emir may have been the The Perry Group - Baird Private Wealth Management's intern, but we all got to know him and have enjoyed working with him as well!

Best of luck, Emir, on your upcoming wedding and we look forward to keeping up with your career as you stay with Baird in the Louisville East office. We know you are going to do great things!

04/23/2026

Celebrated Administrative Professionals Day with some sweet treats from Meltdown Ice Cream & Soda, Spencer's Coffee and Insomnia Cookies. These ladies help our office run smoothly and we appreciate them today and every day!

04/22/2026

Exciting News! Mac Jefferson and Shannon Vitale were recently named to the 2026 FORBES America's Top Wealth Advisors and Best-In-State Wealth Advisors Lists.

This honor is a true testament to the dedication, hard work, and care they bring to their clients. We are proud to celebrate this achievement with them and value the opportunity to work along side them each day.

https://www.forbes.com/lists/best-in-state-wealth-advisors/

04/10/2026

It's Tax Time!! Kelsey and Gena dropped off food trays to local CPAs to help them through the final stretch of the 2025 tax filing season.

The Vitale Group values working closely with our clients's accountants - it's an important part of providing comprehensive financial guidance and great client service. Thanks to all our local tax preparers once again for your hard work this season and thanks to Josh Poling and Hickory & Oak for the delicious treats!