Find out more about these investment professionals on FINRA'S BrokerCheck >
Here’s what Baird’s Private Wealth Management Professional Development Director had to say about our branch:
“Eau Claire has leveraged a unique strategy that is paying dividends for them and helped them earn this 2015 Branch of the Year Award – the second year in a row they’ve been awarded this honor.
“They’ve adopted a strategy of reducing the number of relationships they work with for years now, and it’s paying off,” explained Steve Stroker, Director, PWM Professional Development. “It gives them the flexibility to provide that comprehensive wealth management approach that our clients desire.”
“Ron has been able to attract and retain high-level Financial Advisors who all understand the wealth management approach. They’ve adopted coaching. They understand what works, what our clients are looking for, and they’re employing it extremely effectively.”
Much of the success Ron and the branch have had can be attributed to the culture Ron has cultivated, along with how well he relates to his fellow associates.
“Ron has excelled in creating an environment in the office for the staff and team that fosters success; it’s a team-oriented environment,” Steve said. “Being empathetic, sensitive, listening and having a stellar reputation within the community – these are reasons why Ron has done such a fantastic job in Eau Claire.”
Tim Forster Named as #9 in On Wall Street Top 25 Regional Advisors Under 40
In early 2016, Forster was recognized on this prestigious list of top financial advisors, which is comprised of firms from across the country and compiled by the financial magazine, On Wall Street. Forster says he focuses on customization and in-depth planning with clients, tools that other advisors may not use. He prides himself on delivering superior service tailored to each client’s goals and circumstances.
To read more about Forster’s recognition, visit On Wall Street’s website!
Baird Gives Back to Local Boys & Girls Club
For a week in May, Baird associates all around the country donate their time to volunteer in their local communities. Our Eau Claire office chose to work with the Chippewa Valley Boys & Girls Club, who was in the process of packing and moving to a larger location. 80% of our team spent 24 hours cleaning, packing and helping this great cause in their relocation efforts.
Our office was also able to donate $2,500 to the organization, funds from which were earned by receiving Baird’s Small Branch of the Year Award. We encourage you to check out the Boys & Girls Club new space—it’s an awesome environment for the youth of our community!