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Letter from Leadership

Baird's client‐first mentality is at the forefront of everything we do. It's how we build trusted relationships with you, our clients, and it's how we help design better financial futures for individuals and families.

With that notion in mind, we recently conducted an anonymous client survey to find out more about how you would like to interact with your advisor team and how we can deliver the best solutions to meet your ever-evolving needs and desires.

We asked Katie Costigan, Market Director in our Private Wealth Management business unit, to explain how the results of this survey can help our clients. "As the financial world continues to grow more complex, we want to ensure that you're receiving the best client experience," Katie said. "For instance, we've learned that interest in various wealth planning topics varies greatly by the client's age and stage of life – demonstrating the importance of our personalized approach to financial planning."

"That's important information to have when we're considering what's most valuable for our clients," Katie added. "Feedback like this helps shape our partnership for the future together."

Thank you to all the clients who took the time to complete the survey and share your thoughts, and thank you for putting your continued trust in Baird.

Mike Schroeder's Signature

Mike Schroeder
Chairman of Private Wealth Management

Erik Dahlberg's Signature

Erik Dahlberg
Private Wealth Management

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