Former Morgan Stanley Smith Barney team Grant Halliday Group including financial advisors Neil Grant, and Luke Halliday will be joining Baird at its Dallas office.
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By GlobalDataJoining then in the Dallas office is registered client relationship associate Charu Dayal. Together the group brings more than 25 years of industry experience to Baird.
The HG Group is an ex-Wells Fargo Advisors group with more that combined industry experience of 50 years. The group consist of consisting of financial advisors George Gamez and Jim Haze, both vice-presidents and will join the Fort Worth office of Baird. They will be joined by registered client relationship associate Michell Barber.
Established in 1919, Baird has added more than 225 financial advisors in its private wealth management group since the beginning of 2009 and it oversees and manages client assets of nearly US$84 billion.