But don’t take our word for it – listen for yourself to Baird Chairman & CEO Steve Booth and other Advisors who made the switch talk about why Baird is the best firm to grow your business with.

To truly understand how Baird is a different kind of wealth management firm, you need to talk to our team and visit our Milwaukee headquarters. Reach out to us, and a member of our team would be happy to discuss with you why, for the best advisors, life is better at Baird.

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The Benefits of Partnering With Baird

Steve Booth

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Making the Move: In Their Own Words

In this Making the Move series, we talk with Financial Advisors about their transition to Baird – why they left their old firm, what the move was like and what their experiences have been as a part of Baird Private Wealth Management.

Professional headshot of Matt Zerhusen, Baird
Matt Zerhusen CTA

Roseville, California
Transitioned to Baird March 2023

 

Curtis Hamilton professional headshot
Curtis Hamilton

Owensboro, Kentucky
Transitioned to Baird November 2020

Jim Galkowski
Jim Galkowski

Rochester, Minnesota
Transitioned to Baird April 2021

The Weinert Group photo.
John and Toby Weinert

Toledo, Ohio
Transitioned to Baird April 2021

Anna Jaeger, CFP®, Tyler Hutchison and Will Furlow
Anna Jaeger, CFP®, Tyler Hutchison and Will Furlow

Meet three Financial Advisors just starting out in their careers who made the switch to Baird.

The Parker Group

Columbia, Tennessee
Transitioned to Baird September 2020

Matt Molnar

Atlanta, Georgia
Transitioned to Baird November 2019

Mario Perez Headshot
Mario Perez

Sacramento, California
Transitioned to Baird November 2020

Cassie Burns

Edina, Minnesota
Transitioned to Baird April 2018

The Fischetti Barry Family Wealth Planning Group

Bridgeville, Pennsylvania
Transitioned to Baird August 2020

The Luthy McCallum Group

Denver, Colorado
Transitioned to Baird July 2018

The Dahl Pennise Group

Chicago, Illinois
Transitioned to Baird September 2019

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The Transition Experience

Kim Giannone

Grand Junction, CO
Transitioned from Wells Fargo Advisors

For over 20 years, my clients and I experienced numerous mergers and name changes, but I had never considered changing firms until I heard the Baird story....

Kim Giannone

Grand Junction, CO
Transitioned from Wells Fargo Advisors

For over 20 years, my clients and I experienced numerous mergers and name changes, but I had never considered changing firms until I heard the Baird story. The firm I started with put clients first, but over the years that philosophy was lost. It’s still Baird’s top priority. The challenge of making a move was daunting, but the transition team paved the way. Their efficient process was well-organized, professional and comfortable. My clients were impressed and appreciated Baird’s support and focus on making the move go smoothly, and they frequently complimented us on finding such a great business partner. The transition team was there with us each and every step, true representatives of “The Baird Way.”

Christian T. Clinton

Stuart, FL
Transitioned from Wells Fargo Advisors

We were astonished by the abundance of support Baird promised us before switching firms, and we were not disappointed. The transition team guided us through...

Christian T. Clinton

Stuart, FL
Transitioned from Wells Fargo Advisors

We were astonished by the abundance of support Baird promised us before switching firms, and we were not disappointed. The transition team guided us through the whole process with professionalism, understanding and efficiency. Not only did they meet with clients one-on-one and over the phone, they even traveled out of state with me to meet a large group of clients and assist with paperwork. This caliber of partnership is one-of-a-kind in our industry.

Trey Tapke & Julie Dusing

Northern Kentucky, KY
Transitioned from Bank of Kentucky

Our first day at Baird coincided with a late winter snowstorm. We were the first ones to the office that morning with the exception of our transition team member who greeted us...

Trey Tapke & Julie Dusing

Northern Kentucky, KY
Transitioned from Bank of Kentucky

Our first day at Baird coincided with a late winter snowstorm. We were the first ones to the office that morning with exception of our transition team member who greeted us at the door. He was one step ahead of us the entire time, making our move to Baird as seamless as possible. He navigated the unfamiliar systems, procedures and had a contact for any issue or concern that popped up in those early weeks. It allowed us to spend that important time talking to our clients. We received very positive feedback regarding our decision to move to Baird and the ease of the transitions for them. Baird has been a wonderful fit for both us and our clients.

Nathan Cook

Houston – Memorial City, TX
Transitioned from UBS

Baird rolled out the red carpet for our team, and most importantly our clients, to make our transition a success. We were surrounded by support to help us navigate the challenge of...

Nathan Cook

Houston – Memorial City, TX
Transitioned from UBS

Baird rolled out the red carpet for our team, and most importantly our clients, to make our transition a success. We were surrounded by support to help us navigate the challenge of moving our client book. The team who helped our clients move their accounts to Baird proved to be experts in the transition process. They cheerfully helped answer client questions, completed their account transition paperwork and gave a tremendous first impression about our new firm. We were confident to report to all of our clients that Baird was a tremendous fit for us as Advisors and for them as clients because of the Baird culture and the Baird people, and the transition team proved that to be true from day one.

Jill Docking

Wichita, KS
Transitioned from Wells Fargo Advisors

The stress of moving a business is intense, so to have a capable transition team on the ground is critical. Our transition team was terrific – they made our transition...

Jill Docking

Wichita, KS
Transitioned from Wells Fargo Advisors

The stress of moving a business is intense, so to have a capable transition team on the ground is critical. Our transition team was terrific – they made our transition as seamless as possible. Moving to Baird was the right decision for our clients and our team. Oh, how happy we are to be with Baird.

Lauren Shaughnessy

Bellevue, WA
Transitioned from DA Davidson

This was the first move in my career. With all the regulations that surround our industry and moving between protocol firms, it was very comforting to have...

Lauren Shaughnessy

Bellevue, WA
Transitioned from DA Davidson

This was the first move in my career. With all the regulations that surround our industry and moving between protocol firms, it was very comforting to have an experienced transition team to consult with every day. The preparation leading up to the move was organized and thorough. Once we landed at Baird, the bulk of the work was completed in about seven weeks with the help of the transition team. The team had this calming presence whenever I approached them with what I thought was a difficult task. It was as if nothing was really a problem in their minds because they had already completed so many successful moves. That’s exactly what you want from your people. A confidence that comes from experience. Not only were they competent, they were a joy to have in the office.

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