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"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

Baird Grows In Florida, Chicago

Harriet Davies
Editor - Family Wealth Report

26 April 2012
Daily News Analysis

Baird has launched a second office in Florida with an 11-strong team, including six financial advisors, and brought a veteran William Blair advisor into its Chicago office.

In Sarasota, FL, Baird has brought in six advisors with over $825 million in client assets; the office is temporarily located at Two North Tamiami Trail, Suite 806, but will move to a permanent location later this year. In total, Baird now has 29 associates operating in the Sarasota market, the firm said.

Paul Buskey is leading the office, having been appointed managing director. He joined Baird earlier this year as part of the Buskey McGinty Group, with around $265 million AuM. He will continue to work closely with investment clients while serving as branch manager, Baird said.

Other additions to the new office are Scott Woods, managing director; Jane McGinty, senior vice president; Charles Fortenberry, vice president; Chip Alario, vice president, and Meredith Woods.

In Chicago, Douglas Mabie has joined Baird as a managing director at the firm's private wealth business, along with registered client relationship specialists Jennifer Krohn and Kate Pawela. Mabie is a William Blair veteran, having joined that firm - which like Baird is employee-owned - nearly 24 years ago.

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