Our 877 Financial Advisors collaborate closely with in-house specialists, teams and product specialists.
We have recruited and trained 407 talented professionals over the past five years, including experienced Financial Advisors, Branch Office Managers and graduates of our Financial Advisor Training Program.
PRIVATE WEALTH MANAGEMENT
Imagine a partner who's committed to earning your trust every day.
True wealth management goes beyond managing investments. At Baird, we understand it begins with careful listening and learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, drawing on Baird's resources and expertise to create a tailored plan to pursue and achieve success as they've defined it.
We are proud to serve clients from 88 locations in 29 states.
Strengthening Our Capabilities
Our team of nearly 900 Financial Advisors serves affluent individuals and families across the United States. Our team is both seasoned and stable. Baird's Financial Advisors possess an average 20 years of industry experience and many have been with the firm for more than a decade. Approximately half of our Advisors hold professional designations that underscore their commitment to specialties like financial planning, asset management and retirement planning. Their commitment to continuous development enhances our ability to build deep client relationships and provide impactful financial advice. In addition, two-thirds of our Advisors work on formal teams to provide clients with multigenerational perspectives and service. We believe in the power of this model, and we continue to invest resources in this approach to serving our clients.
Every Baird Financial Advisor is supported by our experienced Client Specialists, the vast majority of whom hold securities licenses that equip them to provide enhanced service and expertise. Our Advisors also have access to our team of 85 in-house specialists in disciplines including financial and estate planning and tax-efficient strategies. These experts work alongside our Advisors to craft sophisticated, tailored solutions that help clients achieve their unique goals.
Our steady focus on helping our clients achieve their goals encouraged them to entrust us with $117 billion in assets at the end of 2016. We also expanded our geographic presence by opening new offices in Florida and New Jersey.
Investing in the Talent of Tomorrow
Experienced Financial Advisors and their clients continued to join Baird in 2016. We also advanced our efforts to recruit strong talent to Baird by inviting exemplary candidates to join our Financial Advisor Training Program, which provides wealth management training to experienced professionals. We are also training future Financial Advisors through our Foundations Program, which provides a two-year rotation opportunity for recent graduates. Additionally, Baird is the founding partner of the Wealth Management and Financial Planning Program at the University of Wisconsin School of Business.