News & Insights

Raleigh Awarded Medium Branch of the Year

We are proud to announce that the Raleigh office received Baird’s Medium Branch of the Year Award for 2019.

From 2011 to 2019, they have grown significant by adding five FAs to the office. Part of this growth is due to the support of Senior Client Specialists Judie Meriweather and Jolene Miles.

"Judie and Jolene singlehandedly provided the infrastructure needed to achieve branch maturity. This can be challenging at times, and these two deserve all the credit for keeping great attitudes and maintaining a positive vision for the future," said Branch Manager Jody McAuley.

A slate of recent recruits also added to the branch's bottom line results. "There were good legacy Advisors in Raleigh, but the recruitment of new FAs has really supercharged it," said Market Director Alex Bigelow. "When that new energy comes into the branch, it helps the people that are already doing well, too."

The branch is dedicated to the Baird culture, with associates who work hard to make sure that their clients come first. Their focus on education and growth has made this office one of the most improved in the Baird system, with the potential to become a stronger factor throughout the state and region.

Last year, two of the younger FAs decided to make each other accountable and take the CFP® course together. The Allman Bobbie Group embarked on the advanced team training and have followed up regularly to help build and refine their already successful practice.

"The key to the success in Raleigh is that they have great respect for each other and for Baird," continued Jody. "They work hard to improve, educate themselves and grow as Financial Advisors. This translates into great customer experiences and loyalties.”

Addition to this accolade, Baird will give the Raleigh office’s charity of choice $2,500.  We are going to ask our clients for help in selecting a local charity, and we will look for a charity whose could really benefit from this contribution after Covid-19.

A Nest Egg of Knowledge Blog Posts

• Charitable Giving, the Tax-Wise Way
• Here's Why You May Need to Update Your Estate Plan
• The Value of Multigenerational Family Meetings
• It's Time to Get Serious About Your Happiness
• The Importance of Personal Umbrella Policies
• Five Big Mistakes Executors Make - And How to Avoid Them
• Five Reasons to Make Philanthropy a Family Affair
• Wills and Trusts