© 2019 SourceMedia. All rights reserved.

Baird Lands Advisors With $1.1B AUM

Baird lured away several advisors from Wells Fargo who managed a combined $1.1 billion in client assets, the regional firm said in a statement.

The six new recruits collectively generated annual revenue of $5.4 million while at the wirehouse, according to Baird.

Among the new hires is Don Barry, who joined as a managing director and has 33 years in the industry, according to FINRA BrokerCheck. He will be joined by Phillip Garrison, Kevin McWhorter and Suzanne Marshall, as well as Jill and Brian Docking, a mother-and-son team. All had been with Wells Fargo since 2008, and will now be working for Baird from a new office in Wichita, Kan.

Barry began his career at A.G. Edwards in 1981, according to FINRA BrokerCheck records. Garrison also got his start at the firm in 2001.  McWhorter began at Larmer-Sykes in 1977. BrokerCheck shows that Marshall worked for Gradison & Company in the mid-1980s.

The elder Docking began her career at A.G. Edwards in 1989 and joined Wells in 2008, according to BrokerCheck.  Her son also worked for Edwards, joining the firm in 2005 and moving on to Wells in the same year as his mother. Mother-and-son, previously operating as the Docking Group, join Barry's team as senior vice presidents.

Baird wealth management business has more than 800 financial advisors spread over 80 offices in 26 states with around $110 billion in client assets. 

Read more:


For reprint and licensing requests for this article, click here.