Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

• A partnership culture backed by employee ownership
• Industry-leading research
• Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
• A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
• Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
• Full-service support and state-of-the-art technology
• A team of dedicated specialists focused on making your transition to Baird as smooth as possible

As the Branch Manager, I promote a collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors. I would love the opportunity to sit down over coffee or lunch and learn about you and your practice and introduce the Baird difference. Please feel free to email, call or text me at 561-650-5702.

Keith Epstein, CFP^®  | Branch Manager | Director