Bairds business encompasses nearly 1,400 financial advisors
Baird’s Willowpointe Group (BWG) in the Cookeville wealth management office, located at 901 Neal Street, has been named to the 2026 Forbes’ best in state wealth team list.
The list recognizes top financial advisor teams in each state.
The WillowPointe Group includes:
- Lawrence Taylor
- Steve Boots
- Rachel Dalton
- Paul Ramsey Jr.
- Amy Ray
- Amber Underwood Taylor
“We are very happy to see that The WillowPointe Group has been recognized as one of the top financial teams in our industry,” said Erik Dahlberg, President of Baird’s Private Wealth Management group (BPWM). “Their commitment to achieving great outcomes for clients is admirable, and we are proud of everything this team has done for our firm.”
Teams for the yearly list are chosen by criteria that includes:
- in-person interviews
- industry experience
- compliance records
- revenue produced
- assets under management.
View the entire list HERE.
BPWM business encompasses nearly 1,400 financial advisors with assets of more than $350 billion. BPWM is open Monday to Friday 8 a.m. to 4 p.m.
For more information, call 931-548-3720.
Awarded – Baird’s Willowpointe Group (BWG) has been named to the 2026 Forbes’ best in state wealth team list.
Photos provided.
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