Dallas, TX – Oct. 26, 2023 Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced that The Berg Group has joined the firm’s wealth management office in Dallas, Texas.

The Berg Group comes to Baird from Carter Financial Management. Team members include Joel Berg who joins Baird as a Director and Financial Advisor and Robert (Bob) Berg, who joins as a Vice President and Consultant.  They will be supported by Client Assistant Lisa Maier. The team oversees $160 million in client assets. 

Joel Berg brings nearly 15 years of industry experience to Baird and holds a Certified Financial Planner (CFP®) designation. He graduated from Aurora University with a bachelor’s degree in business administration. He enjoys volunteering in the community, serving as the treasurer for the Assistance Center of Collin County and as the corporate sponsorship director of the Dallas/Fort -Worth Financial Planning Association.

Bob Berg brings over three decades of industry experience to Baird and a holds a Certified Financial Planning (CFP®) designation. He graduated from Northland College with a degree in business administration. He lives in the Plano area with his wife Nancy, where he is active in local civic and professional organizations. 


Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $275 billion.

About Baird

Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients and more than $405 billion in client assets as of June 30, 2023. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.

For additional information, contact:
Baird Public Relations


Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. and/or other countries, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.