“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work. These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you.
Scott Grenier, CFP®, AEP®
Manager of Financial and Estate Planning
Scott Grenier is a Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he is responsible for providing clients and prospects with expertise in estate, tax and financial planning. Scott also supports Financial Advisors by helping them understand the benefits of using financial planning in their business and educating them on planning solutions and techniques.
Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. He was also responsible for creating and implementing firm wide financial planning solutions, while overseeing the east coast clients and the relationship management team.
Scott has a bachelor’s degree in economics from Hamilton College in Clinton, NY, and a master of science in financial services degree from The American College. He has earned the CFP®, CLU®, ChFC®, AEP®, CAP® and CPWA® designations. He holds his life and health insurance licenses, along with his FINRA series 7, 9, 10, 63 and 65. Scott is a board member of the Milwaukee Estate Planning Forum, Ltd., and general member of the Society of Financial Service Professionals, the Financial Planning Association and the National Association of Estate Planners & Councils.