Financial Advisor Testimonials
Gayle Martin,
Financial Advisor
Why were you looking to leave your old firm?
As a student of finance and business, my desire to further my education for the betterment of my clients was a driving reason for change. Holistic wealth management requires depth of resources and Baird offers the experts in specialty areas I lack.
What about Baird was appealing to you?
Independence of how to approach investment strategies for each client, the financial planning process and experts in the equities, bonds and alternatives are items that were appealing to me. Whether I am crafting an investment solution for a gen Z or for someone already retired, Baird has the resources to each specific client.
What were the deciding factors that lead you to join Baird?
The top three reasons why I joined Baird:
- Expertise of research and professional
- People – mentors, co-workers & those that drive the company; cohesive group of like minded people focused on the client
- Employee owned independent firm
Tyler Pittman,
Financial Advisor
Why were you looking to leave your old firm?
I left my old firm looking for a place where I could provide the best financial advice and service to my clients.
What about Baird was appealing to you?
Baird is continuously growing and expanding into areas where clients want expertise. Baird is an employee owned and has a client first mentality.
What were the deciding factors that lead you to join Baird?
Baird’s culture, family atmosphere and commitment to serving clients and communities were the deciding factors that lead me to Baird