SCOTTSDALE, Ariz., Nov. 18, 2008
Baird, an international, employee-owned financial services firm, today announced that it has added two accomplished financial advisor teams to its Private Wealth Management business in the Phoenix-Scottsdale market. The LPBS Group, a team of seven professionals with more than 100 years of combined experience, and The Wealth Management Group of Scottsdale, a team of four professionals with more than 40 years of combined experience, are serving clients from Baird’s Scottsdale office.
The addition of the two teams, formerly of Merrill Lynch and UBS respectively, illustrates Baird’s growing presence in the market. Earlier this year, Baird also announced the addition of
The Hoffman and Hock Group, a well-respected, female-operated financial advisor team, to its Phoenix office.
The LPBS Group includes Financial Advisors Michael Lyons, Daniel Peters, CPA, Andrew Brinkman, and Matthew Sonder, CFA. They are joined by Ted Sweeney, PWM Portfolio Specialist, Maggie Voight, Client Relationship Assistant, and Meghan Cyr, Client Relationship Assistant. The Wealth Management Group of Scottsdale (now The Hawley/Chandler Group) includes Financial Advisors Vince Hawley, James Chandler and Joe Christ. They are joined by Jacque Decker, Client Relationship Associate.
“We are very pleased to further expand Baird’s presence and expertise in the Phoenix-Scottsdale market by adding these well-respected financial advisor teams to Baird,” said Mark Peterson, Market Manager. “Their wealth of industry experience and commitment to delivering the highest quality financial advice and service will make them invaluable assets to Baird and our clients.”
Baird’s
Private Wealth Management business continues to grow, both in the Phoenix-Scottsdale market and around the rest of the country. Since 2007, the firm has added veteran Financial Advisor teams in
Minnetonka, Minn. and
Reston, Va., opened its first wealth management office in the
Sacramento, Calif., area, and announced plans to establish its
first wealth management offices in the greater Philadelphia and Baltimore areas.
The firm 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.
Teams enable Baird Financial Advisors to leverage their complementary strengths and develop advanced specialization for the benefit of clients. 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 Graduate 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 nearly 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 more than $49 billion in client assets as of September 30, 2008.
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.
About Baird
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 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $73 billion. Committed to being a great place to work, Baird is one of FORTUNE’s “100 Best Companies to Work For” in 2008 – its fifth 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 operating subsidiaries in Asia supporting Baird’s private equity and investment banking operations. For more information, please visit Baird’s Web site at
www.rwbaird.com.