Team managing $270 million at UBS moves to Baird
The WillowPointe Group, a two-adviser, five-person team, joins in Cookeville, Tennessee.
The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.
The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.
They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.
Learn more about reprints and licensing for this article.
