Charlotte Branch

Phone: (704) 571-7350
Toll Free: (877) 792-9131
Fax: (704) 571-7355
Email Us
Baird
4350 Congress Street
Suite 400
Charlotte, NC 28209
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BAIRD HIGHLIGHTS

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Baird's Charlotte office gets pat on the back from mothership

Incoming Baird CEO on growing in Charlotte, plus the blunt company motto he sees as key.

 

 

A partner with your best interests in mind.

 

When we decided to become Financial Advisors, we were driven by a deep desire to help clients achieve their personal goals and deliver great outcomes for the people they care about. By thoroughly understanding their unique situations and following our unwavering commitment to their best interests, we have closely guided high-net-worth individuals, corporate executives and families through many market cycles. 

In Baird, we have a partner with world-class resources and deep expertise that shares our passion for wealth management and supports us in our mission to provide the very best advice and service we can in important areas. 


To discover the difference true partnership can make in your financial life, contact us today.

What we offer: Portfolio Management, Insurance, Investment tax planning, Estate planning services, saving for higher education, planning for retirement.