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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Your team.

Every client's financial goals and personal investment preferences are unique. As Financial Advisors, our job is to understand who you are and what you want your assets to accomplish. Baird provides us access to a broad pool of research, resources and planning expertise that we draw from to design customized solutions based on our knowledge of your specific needs.


FINANCIAL AND ESTATE PLANNING

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

INVESTMENT MANAGEMENT

Portfolio management
Comprehensive advisory solutions
Brokerage services
Cash management

RISK AND LIABILITY MANAGEMENT

Income protection strategies
UITs
Lending services