STUART, Fla., – Oct. 25, 2016 – Baird, an international employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added a veteran financial advisor team, The Cohen and Clinton Group, in Stuart, Florida. The group includes Jeff Cohen, Managing Director and Financial Advisor, and Christian Clinton, CFP®, Senior Vice President and Financial Advisor. They are joined by Client Specialist Jena Burrows and Client Assistant Paula McClughen. The team will work from a satellite branch located at 819 SW Federal Hwy, Suite 102.
Cohen brings more than 21 years of industry experience to Baird. He earned his bachelor’s degree in history from Dickinson College in Carlisle, Pa. and is an active member of the American Cancer Society, The V Foundation for Cancer Research and the Palm City Chamber of Commerce. Cohen lives in Palm City, Fla. with his family.
Clinton joins Baird with more than 16 years of industry experience and earned his bachelor’s degree in finance from Florida Atlantic University in Boca Raton, Fla. He currently resides in Jupiter, Fla. with his family.
Baird’s Private Wealth Management business encompasses approximately 875 financial advisors serving clients through 85 locations in 28 states, and has client assets of $115 billion.
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 3,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $160 billion in client assets. Committed to being a great place to work, Baird ranked No. 6 on FORTUNE’s 100 Best Companies to Work For in 2016 – its 13th 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 investment banking and private equity operations. For more information, please visit Baird’s Web site at www.rwbaird.com.
For additional information, contact:
Baird Public Relations
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.