PROFESSIONALS WE ENTRUST TO PROVIDE ADDITIONAL SERVICES

FINANCIAL/ESTATE PLANNING SERVICES


Scott M. Grenier, CFP®, AEP®

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Manager of Financial and Estate Planning
Private Wealth Management
Baird




Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.

Laura Davis, CFP®, CLU®, ChFC®, RICP®, CAP®


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Financial Planner
Financial-Estate Planning Team
Baird





Laura Davis is a Regional Financial Planner at Baird having joined the firm in 2019 from the Hilliard Lyons Financial Planning team. Laura’s expertise in holistic financial planning ranges from insurance planning, education planning, retirement distribution planning, and charitable giving strategies.


INSURANCE SERVICES

Melvin "Buddy" Glazier, Jr., CLU, ChFC, MBA

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Vice President
Highland Capital Brokerage - New England




Melvin “Buddy” P. Glazier, Jr., serves as Vice President for Highland Capital Brokerage, serving Upstate NY, VT, NH and Maine. Buddy has 30 years of experience in insurance planning, working with advisors, agents, planning teams, CPAs, attorneys, and trust officers in all distribution channels. He reviews financial plans that advisors have created with an insurance lens to help them identify opportunities where their clients will benefit from the solutions he provides. He has expertise in counseling advisors and clients on the full range of insurance planning strategies and implementing these solutions. With his thorough life insurance knowledge and expertise, and his appreciation of the advisor-client relationship, Buddy will often meet with advisors and their clients.


Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed above. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.

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