Florida Private Wealth Management
What Makes Baird Different?
Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:
- A partnership culture backed by employee ownership
- Industry-leading research
- Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
- A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
- Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
- Full-service support and state-of-the-art technology
- A team of dedicated specialists focused on making your transition to Baird as smooth as possible
As the Branch Manager, I promote a collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors. I would love the opportunity to sit down over coffee or lunch and learn about you and your practice and introduce the Baird difference.
The Benefits of Partnering with Baird
Resources & Technology
Deep in-house expertise, with live professionals responding in real time.
Making the Move
Hear why other financial advisors came to Baird and what their transition was like.
The Unique Baird Difference
Our Florida Branches
As an independent firm owned by our associates, we have a huge stake in making sure we do things right. Baird has remained strong because we put our clients’ and associates interests first and take pride in serving the communities in which we live.