Sally L. Falci, financial advisor, has over 20 years of experience in the financial services industry. Before joining Robert W. Baird, she had been a vice president and trust officer with a focus on personal trusts and estates. Her focus is on developing strong relationships with clients and working within their network of trusted advisors in order to meet their various needs at all stages in life, taking into consideration complex financial and emotional issues. Sally attended the University of Wisconsin-Milwaukee and is a graduate of Cannon Financial.
She is a member of the Milwaukee Estate Planning Forum, Inc. and Hispanic Professionals of Greater Milwaukee. She serves on the Board of Directors for Milestones Programs for Children, is on the Membership Committee for the Milwaukee Yacht Club as well as on the Community Advisory Committee for the Waukesha County Community Dental Clinic.
She has been named to the Herbert J. Mueller Society from the Greater Milwaukee Foundation for taking a personal interest in her clients’ goals and visions for the future.
Sally and her husband, Mark, live on Milwaukee’s upper east side with their blended family of four children. They are avid volunteers within their community and can be found volunteering regularly for Milwaukee’s own 88Nine RadioMilwaukee, St. Robert Catholic School, and St. Marcus Lutheran School.