Baird’s financial solutions are often delivered by a small group of professionals you know and trust. But the comprehensive services you receive from Baird Financial Advisors are the product of teamwork spanning expertise across all parts the firm.
Teamwork begins in your advisor’s local office, where financial professionals pool their unique perspectives and deep expertise. Many Baird Financial Advisors have created formal teams to serve clients, which means experienced peers provide their insights and complementary skills to support your goals. Our Financial Advisors have an average of 16 years of industry experience along with advanced training and certifications.
Client Relationship Assistants (CRAs) round out Financial Advisors’ teams by contributing their own advanced skills to assure outstanding service. Nearly 70% of Baird CRAs have securities licenses to provide a higher level of client service.
Ongoing Professional Development
The professionals on your team get stronger all the time through ongoing education, which is a priority at Baird. For example, Baird sponsors a tailor-made Senior Investment Consultant program at the University of Chicago’s Graduate School of Business. Baird supports Financial Advisors' continuing development through other advanced professional training as well. Many Financial Advisors have the CERTIFIED FINANCIAL PLANNER™ certification, and/or Chartered Financial Analyst®, Certified Public Accountant, Certified Investment Management Analyst®, Certified Retirement Counselor® or Accredited Asset Management SpecialistSM designations.
Deep Expertise from Specialists
At the same time, your Financial Advisor is part of an extensive team of organizational expertise. He or she can tap experts in areas such as financial planning, tax planning strategies, education funding, estate planning, and insurance and risk management. Advisors draw on the knowledge of these specialists as they formulate their strategies for you, and these specialists participate in client meetings as needed.
Furthermore, your relationship with your advisor is enriched by Baird’s other corporate capabilities including equity research, which has repeatedly been cited as among the best in the industry.
Baird’s capabilities also include private equity investing, investment banking and asset management.
A strong, collaborative team means broad, deep resources support every aspect of your relationship with us, from day-to-day account administration to world-class research and analysis.
Baird serves you by first understanding your unique situation and goals. Your Baird Financial Advisor will focus the strength of many talented people – all dedicated to comprehensive, customized solutions – in building the right solution for you.