Baird adds $160M team to its Dallas wealth management office

Baird adds $160M team to its Dallas wealth management office
Team of three join the firm’s network of more than 1,300 advisors.
OCT 27, 2023

Baird Private Wealth Management has expanded its capabilities in Dallas with the addition of a $160 million team that joins from Carter.

The Berg Group comprises two advisors, Joel Berg, who joins as a director and financial advisor, and Robert (Bob) Berg, who joins as a vice president and consultant. They are joined by client assistant Lisa Maier.

Joel Berg has 15 years’ experience in the industry, while Bob Berg has been in the industry for more than three decades. Both hold CFP designations.

Other recent additions to the Baird stable include a $500 million team who switched from Zions to join the firm in Salt Lake City.

SUPPORTING ADVISORS

In the summer, the firm promoted managing director Ellen Galezewski to the newly created role of director of wealth strategy and solutions to support the growth of Baird’s Private Wealth Management business.

The wealth solutions group includes more than 130 specialists who help Baird’s 1,300 financial advisors provide customized solutions to their clients. Galezewski also continues to oversee Baird’s wealth centers teams.

Latest News

Vestwell unveils new emergency savings account offering
Vestwell unveils new emergency savings account offering

The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.

'Money Mimosas' and other ways to show your Valentine financial love
'Money Mimosas' and other ways to show your Valentine financial love

Wealth managers offer unique ideas for couples to grow closer emotionally and financially.

Limra research finds financial confidence on the rise among Black American workers
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

DOGE efforts sideswipe muni bonds backed by federal lease payments
DOGE efforts sideswipe muni bonds backed by federal lease payments

Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.

Despite high marks on satisfaction, client acquisition a struggle for advisors
Despite high marks on satisfaction, client acquisition a struggle for advisors

With a majority find getting new clients a challenge, report suggests fee transparency as a way to foster trust among the unadvised.

SPONSORED Record growth: Interval funds emerge as key players in alternative investments

Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.