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The Face of Wealth Planning

Baird, a Baird Company recognized in the annual "Best of the City" edition of Evansville Living Magazine. September/October 2019.

"...a complete range of life circumstances, from education funding and debt management to retirement, estate and business succession planning, and insurance. The right financial plan will help you build, manage, protect, and transition your wealth. It will have all the elements you need -- and none that you don't."


Evansville Business Magazine's "Leading Women in Business"

August/September 2019

Baird's 100th Anniversary Celebration

More than 7,000 Baird (and newly joined Hilliard Lyons) employees and guests packed the Wisconsin Center District and Summerfest grounds last week to celebrate their 100th Anniversary! The event culminated with private concerts from the Zac Brown Band and 38 Special along Milwaukee's lakefront.

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The Hilliard Lyons Deal Is Done. What Happens Next?

Robert W. Baird & Co. Inc. has completed its acquisition of Hilliard Lyons and Hilliard Lyons Trust Co. Jim Allen, chairman and CEO of Louisville-based Baird, was recently interviewed by Louisville Business First.

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Executive Q&A: Steve Booth Leads Baird into its Second Century

"Baird is a very well known, very attractive firm in our industry. Any wealth management firm with the size and the resources in the United States … would have loved, loved to have acquired it. And that fact that they chose us — and chose us exclusively and preemptively — I think is maybe a proof point on where Baird has now landed in our industry."

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Hilliard Lyons Becomes Part of Baird

“Today is a day to celebrate. To welcome Hilliard Lyons’ associates and clients to the Baird family during our 100th anniversary year is a tremendous achievement that brings all of us great pride,” said Steve Booth, Baird President & CEO. “We are excited to build on Hilliard Lyons’ long legacy of exceptional client service and look to a very bright future as a unified firm.”of thoughtful client relationships.

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Kim Schultz joins Baird' Evansville branch

“We are pleased to welcome Kim to our Evansville Office,” said Phillip Roberts, Senior Vice President and Regional Director. “Kim’s experience as a Chartered Financial Planning Counselorâ„ , CPA, and financial advisor will be the perfect fit for many of our clients’ financial needs. As clients approach life-changing financial transitions such as retirement, selling a business, or changing careers, we know that Kim’s counsel will help them towards financial peace of mind.”

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Baird agrees to join Baird

HL Financial Services, LLC (the parent company of Baird and Hilliard Lyons Trust Company) announced today that it has signed a definitive agreement to allow Baird and Hilliard Lyons Trust Company to join Baird. The agreement has also been approved by Houchens Industries, Inc., the majority shareholder of HL Financial Services, LLC.

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