Baird Private Wealth Management

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups

  By Janet Levaux, AdvisorOne  |  April 9, 2013

  The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.

• Baird Taps More Wirehouse Staff, Open to IBD Hires

  By Janet Levaux, AdvisorOne  |  March 25, 2011

  While it has mainly hired Morgan Stanley and Wells Fargo FAs recently, Biard would consider Securities America and other independent advisors

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  Baird Taps More Wirehouse Staff, Open to IBD Hires

  By Janet Levaux, AdvisorOne  |  March 25, 2011

  While Baird has lately hired Morgan Stanley and Wells Fargo FAs, Baird's Matt Curley would consider Securities America and other independent advisors.

• Baird Hires Nine FAs from Morgan Stanley, Adds Two Branches

  By Janet Levaux, AdvisorOne  |  August 25, 2010

  By adding teams in Charleston, S.C., and Fort Worth, Texas, Baird's wealth-management operations stand to gain about $1.3 billion in client assets.

• Baird Grabs Smith Barney FA; Will Head New Portland Office

  By Janet Levaux, AdvisorOne  |  April 12, 2010

  Perez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.