Baili Roy, CFP®

Associate Wealth Advisor

Baili joined the firm team in 2017 after graduating from the University of Illinois’ Financial Planning Program. She was initially drawn to us due to the firm’s ability to provide comprehensive financial planning in an environment free from conflicts of interest. Baili is a CERTIFIED FINANCIAL PLANNER™ professional and in addition to serving clients daily, she focuses on recruiting new team members and building out the firm’s college hiring network and summer internship program. As an active member of the Financial Planning Association of Illinois, she is passionate about expanding the financial planning industry to include more clients and professionals of diverse backgrounds.


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