You Deserve a Firm You Can Be Proud Of
At Baird, we pride ourselves on building a culture that’s unlike any in the industry.
When your firm is in the headlines for the wrong reasons, it can take a toll – on your time, on your reputation, on the trust your clients place in you. Instead of making excuses, wouldn’t you rather focus on sitting down with your clients, collaborating on solutions and growing your business?
We spoke to Financial Advisors who had enough with the negative headlines and recently moved their practices to Baird. Here's what they had to say, in their own words.
Rochester, Minnesota
Transitioned from Wells Fargo in April 2021
“What settled it was the people: I wanted honesty, integrity and the opportunity to associate with people who care, and that’s what I received from the people I work with at Baird.”
Owensboro, Kentucky
Transitioned from Wells Fargo in November 2020
“It’s been two years since I moved my business to Baird, and not once have I thought about where I came from. I never looked back – frankly, I never felt the need to.”
Sacramento, California
Transitioned from Wells Fargo in November 2020
"The virtual Milwaukee visit felt like I was coming home – it reminded me of what made me feel good about joining the industry.”
Portland, Maine
Transitioned from Wells Fargo in August 2020
"When I decided to leave Wells Fargo’s independent FINET division, I was looking for a firm that combined aspects of an independent RIA with the investment and planning resources of an established brokerage firm. Baird’s unique combination of independence, ownership and support made it the perfect fit for me.”
Toledo, Ohio
Transitioned from Wells Fargo in April 2021
“The honesty at Baird, the transparency, the sense of community, the living up to your promises – it feels like a family office.”
Roseville, California
Transitioned from Wells Fargo in September 2021
“At Baird, I’ve never once felt like I’m just a number. I have a direct connection to firm resources who take my requests, and my clients’ requests, seriously. How great is that?”
At Baird, we pride ourselves on building a culture that’s unlike any in the industry:
- Because we’re independent and privately held, we decide for ourselves how to run our business. We don’t have outside shareholders or financial institutions mandating we cross-sell or push proprietary products.
- As an employee-owned firm, all our associates are invested in your success. Phone calls get picked up. Emails get answered. Colleagues are friendly.
- For more than 100 years, we’ve operated on a philosophy that puts clients and the advisors who serve them first.
- We actively promote a collaborative, collegial environment – informed by our famous no-asshole policy – where our associates enjoy each other’s company.
- We give back to the communities where we live and work, whether we’re sitting on charitable boards or participating in firmwide initiatives like Baird Gives Back Week.
This is on top of the resources and benefits that rival what you’d find at bigger Wall Street firms, like award-winning macro and equity research,1,2 business development specialists and the opportunity to own Baird stock and take part in our firm’s financial success.
It’s why we’ve been listed among the Fortune 100 Best Companies To Work For® every year since 2004, and why we have one of the lowest turnover rates in the industry.
At the end of the day, our Financial Advisors are proud to call Baird home. If that’s not something you can say, then let’s sit down and talk about your future.