Baird Adds Six Veteran Financial Advisors, Opens New Fort Worth Wealth Management Office
DALLAS, Aug. 24, 2010
Baird today announced that it has opened a new office in Fort Worth, Texas, with a total of nine wealth management professionals including six veteran financial advisors. The new advisors, all formerly of Morgan Stanley Smith Barney, have an average of 20 years of financial services industry experience each and collectively oversee more than $920 million in client assets. The new office is located at 550 Bailey Avenue, Suite 200.
The six Financial Advisors joining Baird’s new Fort Worth office are:
- W. Paul Davis, Director
- Roger L Metz, Director
- Craig O. Nicholson, Director
- William R. Knight, Senior Vice President
- Peter Philpott, Vice President
- Paul R. Robinson, Vice President
Davis, Metz and Nicholson will continue to work together as The Nicholson Metz Davis Group.
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, continues to expand its footprint in Texas and around the rest of the country. In June, the firm named Jarrett Kovics Branch Manager of its Dallas office,
in part, to recruit seasoned wealth management professionals in the region. Kovics will oversee the nine associates in the new Fort Worth branch.
“We are very pleased to welcome these wealth management professionals to Baird and extend the firm’s presence to Fort Worth,” Kovics said. “All of these advisors are seasoned industry veterans with tremendous track records of success, and we are delighted they have chosen to continue providing the highest level of service to their valued clients at Baird.”
The six advisors are joined by three additional wealth management professionals: Kathy Breen, Administrative Office Manager; Susan Fink, Registered Client Relationship Associate; and Kimberly Gould, Client Relationship Assistant.
“By opening a second office in the region with these talented financial professionals, Baird is demonstrating our commitment to the Dallas-Fort Worth area and our continued success attracting top advisors,” said Matt Curley, Regional Director for Baird’s Private Wealth Management group. “We are very excited about our continued expansion in Texas and we remain committed to providing the best financial advice and service to high-net-worth individuals, families and corporations in the region.”
Baird’s Private Wealth Management
business continues to grow around the country:
About Baird Private Wealth Management
- Baird added more than 100 Financial Advisors to its Private Wealth Management group in 2009, the vast majority of whom are industry veterans.
- The firm has added 47 Financial Advisors and Branch Managers since the beginning of 2010.
- Since the beginning of 2009, Baird has opened or announced plans to open wealth management offices in several new markets. New office locations include Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchburg, Va., and Baltimore and Easton, Md., among others. The firm also has announced plans to open offices in Raleigh, N.C., Portland, Ore., and St. Paul, Minn.
Using a consultative approach, Baird’s more than 650 Financial Advisors deliver comprehensive wealth management solutions to clients nationwide. They have the resources to oversee the complete financial picture for high-net-worth families and individuals with complex financial needs. Baird Financial Advisors managed and oversaw more than $56 billion in client assets as of June 30, 2010.
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,400 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $74 billion. Committed to being a great place to work, Baird ranked number 11 on FORTUNE’s “100 Best Companies to Work For” in 2010 – its seventh consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s private equity operations. For more information, please visit Baird’s Web site at www.rwbaird.com