Business Units - Product Specialist

 

Product Specialists

 
 
Baird offers sales support to our Financial Advisors through the Financial Advisor Services area, which is made up of dedicated, knowledgeable professionals providing support for the appropriate client solutions. While product support is provided in a behind-the-scenes manner, the role these professionals play in Baird's ongoing success is immeasurable.

Product Specialists generally have experience in their specific disciplines and function as a resource for our Financial Advisors at a very comprehensive and detailed level. These areas include: 
  • Advisory Services 
  • Annuities 
  • Asset Management Services 
  • Education Planning 
  • Trust and Estate Planning 
  • Financial Planning 
  • Fixed Income 
  • Individual Retirement Accounts (IRAs) 
  • Insurance 
  • Mutual Funds 
  • Retirement Plans 
  • Unit Investment Trusts (UITs)
Product Specialists also serve as subject matter experts in helping our Financial Advisors deliver quality solutions and value-added services to our clients.

Corporate and Executive, Retirement Services
With a firm understanding of Baird's overall business, the Corporate and Executive Services team supports all areas of the firm with cross-selling opportunities. In addition, this team serves the special financial needs of executives.

The Retirement Plans Services team possesses in-depth knowledge of the rules and regulations of qualified and non-qualified plans, as well as an understanding of the products and services available in the market place.
 
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