Letter From Leadership: Smarter Tools, Stronger Relationships
At Baird, our commitment to you has always been about more than numbers – it’s about understanding what matters to you and helping you realize your goals. As wealth management continues to evolve from trading to planning to truly relationship-focused guidance, we continue to invest in the technology that helps our people serve you better.
New tools like AI help our advisors and their teams work more efficiently, giving them more time to listen to you, strategize and personalize your advice. But technology is only part of the story. The heart of our business remains the trusted relationships we build with you, supported by your advisor team who knows your story and cares about your future.
And, as we look ahead, I want to recognize Mike Schroeder’s outstanding leadership of our business and congratulate him on his recent transition to Vice Chair of Baird. Mike’s vision has shaped our client-first approach and commitment to thoughtful innovation. Building on this foundation, our team will continue investing in what matters most – empowering our people and leveraging technology to help you thrive.
Thank you for your trust in Baird. We’re honored to be your partner on this journey.
This information has been developed by a member of Baird Wealth Solutions Group, a team of wealth management specialists who provide support to Baird Financial Advisor teams. The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
