Invested in Our Clients, Invested in Our Community

PWM Symposium is a chance for our advisor teams to grow, connect and give back.

A key advantage to being employee-owned is the ability to make long-term investments that support you well into the future. That’s why every few years, Baird’s Financial Advisors and their team members are invited to come together to strengthen their practices through continuing education, idea sharing and new technology and solutions. This wealth management symposium is part of a larger firmwide Baird gathering that fosters connection, networking and opportunities to give back to the broader community.


The "shareholder shake" commemorates the moment when a Baird associate becomes a shareholder. Our employee-owners are personally invested in the success of our firm – and therefore in the success of our clients.


At the event's Hoops for Heart basketball fundraiser, Baird associates made more than 12,000 baskets in a benefit for the American Heart Association.


With the United Way of Greater Milwaukee and Waukesha County, Baird associates packed 3,000 pencil pouch kits to help ensure students have the supplies they need to succeed in school.