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Lisa Russo

Lisa Russo

Senior Vice President, Private Wealth Management

PHONE: 941-364-4567

TOLL-FREE: 866-792-7537

FAX: 941-364-4550

ADDRESS:  5259 South Tamiami Trail,  Sarasota,  FL  34231

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.

Since 1919, we’ve been earning our clients’ trust 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 over the years 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.