James A. Leveille II

Jim began his career in the wealth management industry in 2020. He graduated from Indiana University Kelley School of Business with an MBA in accounting and a BS in accounting and finance in 2010. He spent the first 10 years of his professional career at a CPA firm in Indianapolis with a concentration in healthcare consulting. With Baird, Jim specializes in retirement planning and constructing mutual fund portfolios for clients based on their individual goals and risk tolerances.

Jim is deeply committed to his family and community. He grew up on a farm near Madison and graduated from Shawe Memorial High School. He and his wife recently moved back to raise their two sons in the community that helped shape him. He currently serves on the Board of Directors for Big Oaks Conservation Society, Madison Area Chamber of Commerce, Friends of Shawe & Pope John.