Business

Veteran local wealth managers form Baird office

Ten veteran wealth management professionals have broken away from Wells Fargo Advisors and formed an office of Baird, a national financial management and investment firm with a wealth management arm.

They will have an office at 8535 E. 21st, Suite 125. Collectively they oversee more than $1.1 billion in client assets.

They include Don Barry, managing director; Jill Docking, senior vice president; Brian Docking, senior vice president; Phillip Garrison, director; Kevin McWhorter, senior vice president; Suzanne Marshall, vice president; Jacqueline Stanton, senior client specialist; Janice Bosch, client specialist; Charity Davis, client specialist; Brooklyn Young, client specialist.

This story was originally published June 15, 2015 at 11:11 AM with the headline "Veteran local wealth managers form Baird office."

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