Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

• A partnership culture backed by employee ownership
• Industry-leading research
• Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
• A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
• Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
• Full-service support and state-of-the-art technology
• A team of dedicated specialists focused on making your transition to Baird as smooth as possible
  

Financial Advisors

The foundation of our service to individual investors, Financial Advisors offer clients a wide variety of exceptional products and services and work closely with them to achieve their financial goals. Financial Advisors are supported by experts who specialize in Baird products and services, dedicated Client Assistants and sales and marketing professionals.

Client Assistants

By teaming up with Financial Advisors, Client Assistants play an integral role in the success of Financial Advisors by providing the best financial service and advice for our clients. They receive ongoing training to enhance professional growth and service to clients, which provides opportunities to acquire knowledge and responsibilities as they advance through the career levels of a branch Client Assistant.

As the Branch Manager, I promote a competitive but collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors and client assistants, in our area.