Baird Adds Doche Financial Consulting Group to Wealth Management Office in Scottsdale
PHOENIX, AZ – March 4, 2021 – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced that it has added Doche Financial Consulting Group to its wealth management office in Scottsdale, Arizona.
The three-person team comes to Baird from Wells Fargo and includes Lisa Ladds Doche, who will serve as a Managing Director and Financial Advisor. She will be supported by Ron Demers, PWM Financial Planner (AFA) and Maggie Loe, Senior Client Specialist. The team oversees $225 million in assets under management.
Doche brings 38 years of experience to Baird and holds a Bachelor of Business Administration in Finance from Texas Tech University. She also attended the Renaissance Charitable Giving Institute in Indiana.
Baird's Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $215 billion.
Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 4,600 associates serving the needs of individual, corporate, institutional and municipal clients and more than $305 billion in client assets as of June 30, 2020. Committed to being a great workplace, Baird ranked No. 13 on the 2020 Fortune 100 Best Companies to Work For® list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated 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 website at www.rwbaird.com.
For additional, contact:
Baird Public Relations