Meet the Team Around the Team
Your relationship with your Financial Advisor team is sacred bond – a trusted relationship with experienced professionals who are dedicated solely to your best interests and goals. But they aren’t doing it alone. They have a whole team of experts – many of whom you might never meet – who are just as committed to seeing you succeed.
Wealth, Tax and Estate Planners
Experts who can collaborate on solutions and multigenerational planning that support you and your family
Market Analysts
Portfolio analysts, equity and fixed income analysts and investment strategists, as well as award-winning macroeconomic analysis from Strategas’ policy experts
Technology Experts
Specialists who make sure you can communicate seamlessly and securely with your advisor while investing in cutting-edge tools to provide actionable and tailored insights
Portfolio Managers
Analysts who employ unique strategies to investment research to give you a wide range of portfolios to support your investing preferences
Investment Specialists
Experts who support a robust platform that includes a broad range of investments – including advisory solutions, trusted asset managers, alternative investments and more – to address your unique goals
Cash and Lending Specialists
Lending and liquidity solution consultants to help you maximize your flexibility while ensuring your cash is working as hard for you as possible
Our Wealth Management Partners
Baird experts in businesses outside of wealth management who can partner with you for specialized guidance on business valuations, trust solutions, private equity opportunities and much more
Reach out to your Baird Financial Advisor to learn more about their extended team, and how they support your goals.
