FORT WORTH, Texas, March 14, 2011
All four wealth management professionals were previously with Wells Fargo Advisors and its predecessor firms Wachovia and A.G. Edwards. Collectively, they hold more than 50 years of experience in the financial services industry.
“We are very pleased to welcome Harold, Clay, Wes and Casie to Baird and expand the firm’s presence in Fort Worth,” said Jarrett Kovics, Senior Vice President and Branch Manager of Dallas and Fort Worth offices. “Baird’s vibrant culture attracts talented, caring professionals who are passionate about creating great outcomes for their clients and believe the way we do business is as important as the business we do. Those core values are being well received by those who live here, creating a lot of opportunity for Baird.”
In June 2010, Baird named Jarrett Kovics Branch Manager of its Dallas office, in part, to recruit seasoned wealth management professionals in the region. In August, Kovics successfully brought on six veteran financial advisors and opened a new wealth management office in Fort Worth. Baird’s Fort Worth office now includes 14 professionals since opening just seven months ago.
Baird has added 182 Financial Advisors and Branch Managers to its Private Wealth Management group since the beginning of 2009, the vast majority of whom are industry veterans. Beyond adding talent, Baird has opened or announced plans to open wealth management offices in several new markets. New office locations include Sioux City, Iowa, Fort Worth, Texas, Charleston, S.C., Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchburg, Va., Raleigh, N.C. and Portland, Ore.
About Baird Private Wealth Management
Using a consultative approach, Baird’s more than 680 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 nearly $63 billion in client assets as of December 31, 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 2,600 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of nearly $82 billion. Committed to being a great place to work, Baird ranked number 14 on FORTUNE’s “100 Best Companies to Work For” in 2011 – its eighth 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 rwbaird.com