The employee-owned firm continues to expand via the M&A route.

US wealth management firm Baird has brought in a team of managers to its offices in Dayton, Ohio.

The team are known as Family Wealth Partners (Dayton), comprising a total of eight managers and they oversee $725 million of assets.

The move comes after Baird announced that it had acquired Kentucky-based Hilliard Lyons and Hilliard Lyons Trust Co from HL Financial Services for an undisclosed price. That deal brought over $50 billion in assets to Baird. (At the end of last year, the firm oversaw more than $208 billion.)

John Bradley, financial advisor, managing director, CIMA®;
Travis King, financial advisor, MD, CIMA®;
Brian Rathbun, financial advisor, director, CRPS®;
Tony Schock, financial advisor, director, CRPS®;
Patrick Beyerle, associate financial advisor, CFP®, CRPC®;
Katie Beasley, client assistant;
TeEdika Thorpe, client assistant; and
Emily Myers, client assistant.

Last year Baird added 62 financial advisors to its private wealth management group, the majority of whom are industry veterans. Baird also added new wealth management offices in Abilene, Texas; Anchorage, Alaska; Ann Arbor, Michigan; Durango, Colorado; Elgin, Illinois; St. Louis, Missouri; Sun City and Tucson, Arizona; and Toledo, Ohio.

In March Baird added Justin Nichols, director, financial advisor, to its Houston-Memorialwealth management office. He is joined by Angela Wingfield, client specialist. Nichols, an industry veteran, has more than 20 years of experience.