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.
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.
Founder says switching firms has already saved him time.
Ex-CMO accused of using the organization’s money to fund a luxury lifestyle.
Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.
Following Wall Street Journal reporting from unnamed sources, the Chicago-based financial giant stressed its commitment to "delivering long-term value to our stakeholders."
The advisor, Andrew Nash of El Capitan Advisors, used the funds to buy a house, according to the SEC.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
