Lisa Russo

Lisa Russo

Vice President
Private Wealth Management

Sarasota South Office
Phone: (941) 364-4567
Toll Free: (866) 792-7537
Fax: (941) 364-4550
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Baird
5259 South Tamiami Trail
Sarasota, FL 34231
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Baird is an international wealth management, capital markets, asset management and private equity firm. Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind – always.

 

We’ve earned our clients’ trust and our success for more than 90 years by staying true
to our mission:


"To provide the best financial advice and service to our clients and be the best place to work for our associates.”


While we have grown since 1919 to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every imaginable market environment:

 


Clients come first.
Integrity is irreplaceable.
Quality is our measure of success.
The best financial advice is the result of expertise and teamwork.
How we succeed is as important as if we succeed.
We seek personal balance in home, work and community involvement.

 

 

 

These tenets of our philosophy have created a culture that is unique in our industry – a place where the best professionals want to come and build lasting partnerships with each other and clients like you.

 

 

TODAY'S MARKETS


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