NASHVILLE – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced that The WillowPointe Group has joined the firm in a new branch in Cookeville.
Formerly with UBS, the five-person team includes Lawrence (Larry) Taylor, CPM®, who joins Baird as a director and financial advisor, and Steve Boots, who will serve as a senior vice president and financial advisor. They are supported by Rachel Dalton, associate financial advisor; Amy Ray, senior client specialist; and Amber Underwood Taylor, client assistant. The team oversees more than $270 million in assets under management.
Taylor brings close to four decades of industry experience to Baird and holds a bachelor’s degree from Tennessee Tech University. Boots has 23 years of industry experience and earned his bachelor’s degree from Tennessee Tech University.
“I’m so pleased to welcome Larry, Steve and the entire WillowPointe Group to Baird,” said Parker Griffith, southeastern market director for Baird’s Private Wealth Management group. “Baird is excited to continue the expansion of our Tennessee footprint through this new branch and the team of talented professionals that share our deep commitment to putting client interests first.”
Including this new Cookeville branch, Baird has 12 private wealth management offices in Tennessee. The firm also has Public Finance, Institutional Fixed Income and Institutional Equity Research offices in Nashville and Knoxville.
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $215 billion.
Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 4,600 associates serving the needs of individual, corporate, institutional and municipal clients and more than $305 billion in client assets as of June 30, 2020. Committed to being a great workplace, Baird ranked No. 13 on the 2020 Fortune 100 Best Companies to Work For® list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.