Five Veteran Financial Advisors Join Baird in Winston-Salem
Firm Continues Mid-Atlantic Expansion, Opens First North Carolina Wealth Management Office
WINSTON-SALEM, N.C., Oct. 27, 2009
Baird has added five veteran financial advisors and opened the firm’s first North Carolina wealth management office in Winston-Salem. Bolton, Rowell, Wray, Cain and Trollinger, a team of seven wealth management professionals with more than 135 years of experience, is working from Baird’s new Winston-Salem wealth management office at 380 Knollwood Street, Suite 340.
The team includes Financial Advisors and Vice Presidents Jon S. Bolton, J. Stephen Rowell, C. Scott Wray, E. Lee Cain, and Jeff Trollinger, CFP®
, as well as Tina A. Hookes, Office Administrative Manager, and Jacqueline W. Cooke, Client Relationship Assistant.
The addition of the team and the establishment of a wealth management presence in Winston-Salem demonstrate Baird’s continued expansion in and commitment to North Carolina. The international, employee-owned wealth management, capital markets, private equity and asset management firm opened a public finance office in Winston-Salem
in July and an investment banking location in Charlotte
in October 2008. More broadly in the region, Baird opened wealth management offices in Baltimore
and Easton, Md
. earlier this year.
“We are very pleased to welcome Bolton, Rowell, Wray, Cain and Trollinger to Baird and continue our expansion in the Mid-Atlantic region,” said Michael J. Schroeder
, Director of Private Wealth Management. “This strategic addition of talent, combined with Baird’s new wealth management presence in the Winston-Salem area, will complement our current operations in the region.”
“Baird’s culture and commitment to putting clients first made it the perfect fit for our team,” Wray said. “We’re excited to help strengthen Baird’s presence in the Winston-Salem community, and look forward to continuing to provide the best financial advice and service to our clients.”
Baird’s Private Wealth Management business continues to grow around the country. The firm has added nearly 100 Financial Advisors since the beginning of 2009. Beyond adding talent, Baird’s Private Wealth Management business has also opened new offices in other key markets including Denver
, Sacramento, Calif
., Baltimore and Easton, Md
., Minnetonka, Minn
., and Philadelphia
, and announced plans to open offices in San Francisco and Nevada.
Baird uses a comprehensive, team-based approach to financial planning and wealth management, supported by world-class research and technology. Baird Financial Advisors serve as personal wealth managers, developing customized financial strategies that address key concerns such as financial planning, asset allocation, tax management and wealth transfer. They are supported by nearly 60 in-house specialists in areas including estate planning, tax planning, investment research, and specialized services for business owners and corporate executives.
In addition to an average of 17 years of industry experience, nearly half of Baird’s Financial Advisors hold at least one professional designation or have qualified as a Senior Investment Consultant through Baird’s program at the University of Chicago Booth School of Business. Baird’s ongoing investment in sophisticated tools helps Financial Advisors achieve a clear view of their clients’ goals, assets and strategies, and enables them to implement a broader array of investment solutions.
About Baird Private Wealth Management
Using a consultative approach, Baird’s more than 600 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 $48 billion in client assets as of June 30, 2009.
Leveraging a network of specialists, Baird Financial Advisors also work closely with business owners and corporate clients to address the specific needs of corporate executives, benefit coordinators and those in need of business transition planning.
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 $66 billion. Committed to being a great place to work, Baird ranked number 14 on FORTUNE’s “100 Best Companies to Work For” in 2009 – its sixth 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