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Our Profile

How We Support People Like You

With more than 50 years of combined investment-industry experience and a shared passion for excellence, the members of The Elliott & Pistone Group have guided investors through many market cycles with a unique long-term perspective and an unwavering commitment to helping clients reach their financial goals.

We know our existing clients appreciate our straight-talking, genuinely caring approach because most of our new clients are referred by existing clients or tax and legal professionals.

The trust each referral implies is incredibly important to us, and our entire team works hard to continue earning that trust every day.

“It is great to be an advisor when markets are going up and accounts are doing well; however, our proudest moments as financial advisors actually come when markets are down and our clients tell us they are still sleeping at night because of the extensive long term planning we do.”
-Kent R. Elliott, CIMC®, CPWA®

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kent R. Elliott, CIMC®, CPWA®

Managing Director

916-783-6512

kelliott@rwbaird.com

“Our team has sought industry recognized designations because we believe the perspective that comes with them is valuable to our clients. However, we know one of the most valuable things we bring to client relationships is our...

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Christopher Pistone, CFP®

Financial Advisor

916-783-6544

cpistone@rwbaird.com

Chris is a Financial Advisor with The Elliott Group, a Baird Private Wealth Management team managing over 500 million in client assets. Chris and his team develop financial plans for a select group of wealthy individuals across the...

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Diana Sanchez

Assistant Vice President | Senior Client Specialist

916-783-6513

dsanchez@rwbaird.com

Diana started her career in the financial services industry in 1993 and leads the team’s operations. Her licenses include Series 6, 63, 65, 7, and California Insurance. Diana has worked alongside Kent Elliott since 1997 servicing...

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Christine Congdon

Assistant Vice President | Branch Administrative Supervisor

916-783-6545

ccongdon@rwbaird.com

Christine has been working in the financial industry since 2013 and holds her Series 7 and 66 licenses. Her genuine care for clients and commitment to their satisfaction over the years has allowed her team to be recognized on more than...
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Melissa Reynolds

Assistant Vice President | Senior Client Specialist

916-783-6536

mreynolds@rwbaird.com

Melissa joined Baird in 2016, she is series 7 and 63 licensed as well as Notary Public. She began her financial services career in 1990 with a division Dean Witter Reynolds, which later merged with Morgan Stanley. After 15 years...
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Augustine Dunford

Client Assistant

(916) 783-6514

adunford@rwbaird.com

Augustine is the newest member of the Elliott & Pistone group and starts his career in the financial service industry as a Client Assistant. He will be learning under the guidance of a seasoned team as he helps provide clients with the...
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