Strategy

Baird Opens In Charlotte, Four Advisors Come On Board

Nick Parmee May 27, 2010

Baird Opens In Charlotte, Four Advisors Come On Board

Milwaukee-headquartered Baird, a national and international wealth management, capital markets, private equity and asset management firm, has added four financial advisors and opened the employee-owned firm’s first wealth management office in Charlotte, North Carolina.

The four are Michael Parrott, senior vice president; Charles Forbes, vice president; Trea Floyd, vice president, and James Bunting, financial advisor. The group collectively oversees more than $350 million in client assets.

The advisors are joined by registered client relationship associate Kristy Williams and client relationship assistant Linda Hawkins. The office also includes branch manager Landrum Henderson and client relationship assistant Lori Hahm.

Baird has added 30 financial advisors and branch managers since the beginning of 2010.

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