Sarasota South

Phone: (941) 364-4500
Toll Free: (877) 792-9190
Fax: (941) 364-4550
Email Us
Baird
5259 South Tamiami Trail
Sarasota, FL 34231
Map/Directions

TODAY'S MARKETS


SP
NASDAQ
DJIA

QUICK QUOTE

Find out more about these investment professionals on FINRA'S BrokerCheck >

BAIRD HIGHLIGHTS

Join the Conversation
TwitterLinkedInFacebookYouTube
Share

 

 


A true financial partner with your best interests in mind


People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

 

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

 

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

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance

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