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Linda Grant-Smith, CFP
Financial Planner
Asst. Vice President
Financial & Estate Planning
Private Wealth Management
2525 West End Ave.
Nashville, TN 37203
rwbaird.com 


Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial Planning is what sets her apart from the rest of the field. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans. These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances.

Linda earned her BA from Wesleyan University in Russian Studies with a concentration in teaching, holds the Certified Financial Planner® designation and received a Certificate in Business Succession Planning from the American College. She currently holds the series 7, 66, 63, 51, 26, 24, life, health, annuity and property and casualty insurance licenses.

Prior to joining Baird, Linda was a financial planner and advisor at various independent firms. Throughout her tenure, she has been published in the Financial Planning magazine, received multiple writing and speaking awards, and has conducted numerous educational seminars to other professionals.

Linda and her husband, Scott, reside in Centerville, TN and enjoy the countryside activities of hiking, kayaking, and boating the Duck and Piney Rivers. They have three grown sons, of whom they are very proud.





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Megan W. Dunham, JD
Vice President
Senior Estate Planner
Private Wealth Management
4350 Congress Street, Suite 400
Charlotte, NC 28209
rwbaird.com 


Megan Dunham is a Senior Estate Planner for Baird’s Financial and Estate Planning group. She works with clients and financial planners throughout the east coast on tax and estate planning strategies, as well as business succession planning.

Prior to joining Baird in 2018, Megan was a Senior Associate Attorney with Culp Elliott and Carpenter, PLLC where she served and advised high net worth clients, providing complex estate planning, tax, business, and wealth retention strategies and solutions. In this role, Megan also assisted clients with complex charitable planning opportunities.

Megan graduated from the University of North Carolina-Chapel Hill where she earned a bachelor’s degree in journalism and mass communications. She received her J.D. from the University of South Carolina, and earned her master’s in taxation from New York University School of Law.

Megan is a licensed attorney with the North Carolina State Bar and a member of the Estate Planning division of the American Bar Association.

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