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Baird Snags Another Wealth Team As Empire Grows
Tom Burroughes
5 April 2019
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 , 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. John Bradley, financial advisor, managing director, CIMA®; 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.
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.