Jerome M. Baird, CFP®

Mr. Baird is the founder and president of Baird Wealth Management, LLC.  He is a CERTIFIED FINANCIAL PLANNER™ professional with over 18 Years of experience as a financial advisor and portfolio manager. He holds a Bachelor of Science Degree in Industrial & Management Engineering from Rensselaer.

In 1995 Jerry began a succesful career as a financial advisor in the Boston and Raleigh offices of Salomon Smith Barney. In addition to working with his clients on longterm retirement planning and asset allocation, in 1997 he completed certifiction and began managing custom stock and bond porfolios for clients on a discreationary basis. In addition to his own practice he worked as the retirement planner on a team of advisors that specialized in financial planning for physicians and professsors at Duke University and became the corporate retirement plan coordinator for the branch.

In 2003 Jerry and his clients were ask to join what is now Wells Fargo Advisors where he continued to provide financial planning and portfolio management until founding Baird Wealth Management,LLC in 2010. Mr. Baird is honored and proud to still be serving many of his very first clients. 

Education & Training

Rensselaer Polytechnic Institute

    Bachelor of Science (B.S.), Industrial & Management Engineering 1986 – 1990

College for Financial Planning

    CFP® Certification Professional Education Program: Certified Financial Planner™ Certification

    CFP® Certification Professional Education Program: Certified Financial Planner™ Certification

Salomon Smith Barney

    Corporate Retirement Services Education & Training Program Level II

        Curriculum focused on Defined Benefit, Cash Balance, and Money Purchase Pension Plans,

        as well as 401(k)Plans, Profit Sharing Plans, Stock Bonus Plans, and ESOPs.

Experience

Baird Wealth Management, LLC  September 2010 – Present

    President / Registered Principal, LPL Financial

        Series 24 | General Securities Principal *
        Series 65 | Uniform Registered Investment Adviser *
        Series 7 | General Securities Registered Representative *
        Series 63 | Uniform Securities Agent Laws *
        Insurance Licensed: Life & Health, Annuities, Long Term Care

        *registrations are held through LPL Financial

Wachovia Securities / Wells Fargo Advisors  April 2003 – September 2010

    Financial Advisor / Vice President - Investments
    Portfolio Manager - PIM

    Series 7, Series 63, Series 65
    Insurance Licensed: Life & Health, Annuities, Long Term Care

Salomon Smith Barney 1995 – 2003 Boston, MA & Raleigh, NC

    Financial Advisor / Retirement Plan Consultant-Corp Retirement Services

    Vice President - Investments
    Portfolio Manager – GPM

    Series 7, Series 63, Series 65
    Insurance Licensed: Life & Health, Annuities, Long Term