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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

An important part of our practice is educating our clients about investing while making the learning process enjoyable.

We host programs that we hope you will find practical, fun and informative. We try to recommend programs to our clients based on areas of interest. If there is a topic you would like us to include in the future, please let us know. If there is an event listed that you would like to attend, please call Noelle Cartier at 941-364-4567 or email:


Please check back for upcoming events.

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Save the Date!

Please save the date for a special presentation from Michael Antonelli, author of the nationally acclaimed Bull and Baird blog.
He will discuss the latest market trends with a dose of humor and wit.

Michael received an MBA in analytic finance from the University of Chicago Booth School of Business
and is a graduate of Purdue University.

We will also be joined by Baird Chairman of the Board, Paul Purcell.

Monday, November 11, 2019
4:00 – 6:00 p.m.

Sarasota Classic Car Museum
5500 N. Tamiami Trail
Sarasota, Florida

Featured Speaker:
Michael Antonelli
Baird Managing Director
PWM Market Strategist

Hosted by:
Baird’s Siesta Key Office
Private Wealth Management


2019 Market Outlook with Confluence’s Director of Asset Allocation, Gregory Ellston.-February 5th, 2019

Social Security-
Thursday, November 29, 2018 4:00-5:00

 Wednesday, May 23, 2018:   4:00-5:00

Social Security-  Wednesday, July 25, 2018:  4:00-5:00

Understanding Social Security and Strategies to Maximize Your Benefits

Wednesday, March 15, 2017

Noon (CDT)


Scott will discuss Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.


Planning and preparing for Social Security is a characteristic many Baird clients share. This could be a great opportunity to open or expand a discussion on that topic with many of your clients.

Our Speaker

Scott Grenier

Senior Estate Planner


Getting the Most From Your iPad & iPhone Webinar

You're invited to join us for this exclusive webinar with Baird PWM Technology Solutions Director Dennis Weishan, who will highlight some of the many ways you can make the best use of of your iPads and iPhones, including:

*how to use the iCloud
*understanding Siri's capabilities
*identifying some of the best apps for business and leisure
*what Apple Pay is and how you can leverage it
*which beneficial resources are available for use alongside your iPad or iPhone

Mid Year Outlook with Confluence Investments

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Wednesday, June 15th, 2016 10:30 at Historic Spanish Point

Join us for an exclusive opportunity to hear Confluence's Portfolio Manager and Senior Vice President, David Miyazaki. He will provide current market, economic and geopolitical updates, and discuss how to invest with this valuable knowledge and information. 

Please RSVP to ncartier@rwbaird or 941-364-4567

Asset Protection & Legacy Planning

Wednesday, February 10th, 2016 3:00-4:00
Wednesday, March 16th, 2016 1:00-2:00
5259 South Tamiami Trail
Sarasota, FL 34231

Let's Simplify Social Security

Wednesday, September 16th 5:00-6:00
Thursday, October 6th 12:00-1:00


Asset Protection & Legacy Planning
Wednesday, January 14, 2015 1:00-2:00
Wednesday, February 4, 2015 1:00-2:00
Wednesday, March 5th, 2015 1:00-2:00
Wednesday, April 1, 2015 1:00-2:00
Wednesday, May 20, 2015 1:00-2:00
Location: Baird Conference Room, 5259 South Tamiami Trail, Sarasota



LeBarge Sunset Cruise
Monday, February 23th, 2015 5:00-7:00
Location: 2 Bayfront, Drive Sarasota, FL
What Are You Worried About? Evaluating Investor Anxieties with Bill O'Grady of Confluence Investment Management

Tuesday, December 9th, 2014 10:00 a.m. & 2:00 p.m.
Location: Marie Selby Gardens 811 South Palm Avenue, Sarasota FL

Baird Gives Back Week May 2014

Southeastern Guide Dog School, Palmetto FL


Baird invites you to the Power of Rising Dividends

Carol M. Lippman, CFA
Managing Director at Dearborn Partners

Formerly of A.G. Edwards & Sons and its successors, Carol developed the Rising Dividends Strategy (known as the Diversified Stock Income Plan) in 1993. She received national attention for her stock-picking strategies and has been featured by numerous major news outlets such as CNBC, CNN, The Wall Street Journal, The New York Times, Forbes and USA Today.

During this special presentation, Carol will discuss market strategies for investors looking to generate income in retirement, withstand economic headwinds or capitalize on market volatility.

Thursday, March 13, 2014
Marie Selby Botanical Gardens
811 South Palm Avenue
Sarasota, FL


LeBarge Sunset Cruise
Monday, February 24th 5:00
Location: 2 Bayfront, Drive Sarasota FL

Professional Continuing Education
Location: 5259 S Tamiami Trail, Sarasota FL 34231
Conference Room-Baird Private Wealth Management
Time: 11:45 a.m. to 1:15 p.m.
  • Wednesday, June 12th, 2013 Retirement Redefined
  • Thursday, July 18th, 2013 Unlocking Social Security Benefits
  • Wednesday, August 21st, 2013 Family Ties
  • Thursday, September 19th, 2013 IRA Rollovers
  • Wednesday, October 16th, 2013 Financial Professional Guide to Estate Planning
Tactical Talk with Bruce Bittles
Wednesday, March 27th 3:00 p.m.
Location: 5259 S Tamiami Trail, Sarasota FL 34231
Social Security Optimization presented by Susan Wood of Pacific Life
Wednesday, February 20th 10:00 a.m & 1:00 p.m.
Location: 5259 S Tamiami Trail, Sarasota FL 34231
Power of Rising Dividends presentation with Carol Lippman
Wednesday, February 27th 9:30 a.m & 2:30 p.m.
Location: Selby Gardens 811 South Palm Avenue, Sarasota FL 34236
iPAD Seminar
Wednesday, January 23rd 9:30 a.m & 2:30 p.m.
Location: Selby Gardens 811 South Palm Avenue, Sarasota FL 34236
Baird Open House
Thursday, November 8th 3:00- 5:00
Location: 5259 S Tamiami Trail, Sarasota, FL 34231
Hidden Nest Eggs: Roger Wilson's Antique Show & Tell
Tuesday, October 16th 5:00 - 7:00
Location: 5259 S Tamiami Trail, Sarasota, FL 34231
New Office Open House
March 20, 2012
Is Your Insurance Up to Date?
March 14, 2012
Update on The Sarasota Real Estate and Mortgage Markets
February 2012
Getting Fit in the New Year
January 2012
Year End Estate, Tax and Investment Planning
November 2011
Practical Tips for Wealth Transfer Planning: Advice from a Former IRS Attorney, Rich Behrendt
November 2011
Preserving Family Wealth
November 2011
Fifth Annual Open House Art Exhibit: Flo's Favorites by Flo Singer
October 2011
Riverfront: Not Your Father's Retirement Plan
September 2011
Welcome to Baird Open House
July 2011