Bo Ivey is a financial advisor at Baird, having joined the firm in 2019. He specializes in insurance planning, wealth and retirement planning, education funding, portfolio management, fixed income strategies and wealth protection. His mission is to understand clients’ goals before offering advice so that he can make a difference in their lives by helping them grow, protect and share their wealth across generations.
Bo earned his bachelor’s degree in business management from Eastern Kentucky University. His career in the financial services industry began in 2009 as a financial representative before becoming a wealth advisor in 2015 and ultimately joining Baird in 2019. Bo has his life, health, long-term care and variable life insurance licenses.
Bo is a board member of the Owensboro Family YMCA.