Baird adds trio who managed $500M at Zions

Baird adds trio who managed $500M at Zions
The three advisors have joined Baird’s office in Salt Lake City.
AUG 29, 2023

Baird announced that a team of three advisors has joined the firm from Zions Wealth Advisors, where they oversaw more than $500 million in assets under management. Greg Aiken, Ben Blake and Jonathon Bult have joined Baird’s wealth management office in Salt Lake City.

Aiken and Blake both will serve as a director and financial advisor, and Bult will serve as a vice president and financial advisor. 

Aiken has 24 years of industry experience. He began at Zions in 2011, working as an investment adviser for five years before becoming a broker.

Blake has 15 years of experience. He started working at Zions in 2007 as an investment adviser and took on the role of broker as well in 2008.

Bult comes to Baird with 8 years of experience and had worked at Zions since 2016.

Baird’s Private Wealth Management includes more than 1,300 financial advisors serving clients from over 160 locations in 33 states and manages client assets of more than $255 billion.

Beacon tactical ETF strives to protect downside via rules-based strategy

Latest News

More Americans are invested in the elections than the stock market
More Americans are invested in the elections than the stock market

A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.

Stocks rally to fresh highs as JPMorgan drives bank gains
Stocks rally to fresh highs as JPMorgan drives bank gains

The S&P 500 headed toward its 45th record in the year helped in part by a surprise interest income gain at the Wall Street giant.

Boosting payouts on cash crimps wealth management at Wells Fargo
Boosting payouts on cash crimps wealth management at Wells Fargo

Meanwhile, Wells Fargo’s WIM group reported close to $2.3 trillion at the end of last month.

Another AI-washing case shows where SEC is headed
Another AI-washing case shows where SEC is headed

The Securities and Exchange Commission has focused on "black-and-white" allegations of AI washing, but that could broaden out to a gray area that may loop in more financial services companies, a lawyer says.

High-net-worth giving splits along generational and gender lines, find BofA survey
High-net-worth giving splits along generational and gender lines, find BofA survey

More than nine in 10 HNWIs prioritize charitable giving, but demographics help shape the whys and the hows.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success