The partnership will provide financial advisors with digital marketing tools and access to a community of peers.
The deal brings new custom indexing design expertise to the business.
The firm aims to connect its advisors with a new generation of talent.
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
The three advisors have joined Baird’s office in Salt Lake City.
