Friday, February 22, 2013

Baird adds to Charlotte wealth management team

Baird announced Friday that it is adding three financial advisors to its Charlotte-area wealth management team.

Father and son team Joe and John Lipe will bring The Lipe Group over to Baird from Morgan Stanley Smith Barney and will be based in Charlotte.

Kevin Phillips comes from Wells Fargo and will be based near Lake Norman in a new Baird office.

Baird opened a Charlotte wealth management office in 2010 with four advisors. The company also has capital markets and an investment banking office in the city. Both are in Piedmont Town Center.