Program will feature a panel of experienced Baird leaders
The Baird Private Wealth Management WillowPointe Group, a multigenerational advisory team at Baird that offers comprehensive, personalized investment advice, will join the Cookeville-Putnam County Chamber of Commerce and the Highlands Economic Partnership in a strategy-focused event with real-world implications for the local business climate in the Upper Cumberland.
The “collaborative workshop” is set for Thursday, May 28 from 9 a.m. to 11 a.m. at the Leslie Town Centre in Cookeville.
“ … Designed for business owners, executives and professionals, this event will provide valuable insight into navigating complex financial decisions, planning for growth and preparing for major life and business transitions,” according to the Chamber.
Business owners’ strategy.
The program will feature a panel of experienced Baird leaders, including:
- Jaleigh White, managing director of Baird Family Wealth, who has helped build a platform supporting ultra high-net-worth individuals and multigenerational families.
- Andy McKay, managing director of Baird Business Owner Solutions, who brings more than 35 years of experience in mergers and acquisitions, valuation and investment banking.
- Linda Grant-Smith, wealth strategist with Baird Private Wealth Management, known for her story-driven approach to financial planning that guides clients through taxes, investments, health care, education and long-term goals.
WillowPointe’s approach “is rooted in building strong relationships,” according to the Chamber.
“ … Taking the time to understand each client’s goals and developing thoughtful strategies that provide confidence and long-term peace of mind. The team includes Larry Taylor, Steve Boots, Rachel Dalton, Paul Ramsey, Amy Ray and Amber Underwood Taylor.”
According to the Chamber, attendees will gain insight on:
- Strategies for navigating major business and life transitions
- Planning for business growth, succession or exit
- Aligning personal and business financial goals
- Proactive approaches to wealth planning across multiple areas of life
- Key considerations for complex financial decision-making
Baird photo.
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