Baird’s Utica Branch is pleased to welcome Jacob George, Financial Advisor, to the George Group, part of the Utica Branch of Baird’s Private Wealth Management office.  He focuses on individual wealth management and advanced planning for multigenerational families.  By confronting the questions of today, he can help with their goals of tomorrow.

Jacob is Series 7 and 66 registered. Jacob received a B.S. and MBA from St. John Fisher University and belongs to groups and clubs in the area to stay active in the development of his community.

“Putting the needs of clients first has been central to Baird’s culture and heritage for over 100 years,” said Scott George, Managing Director and lead advisor of the George Group.  “We are confident that Jacob’s unique skills and perspectives will help strengthen and deepen our existing relationships and provide an even greater level of advice and service excellence for our clients.”

“We have enjoyed watching Jacob grow over the past several years, his professionalism, hard work and education makes him a perfect fit for us, and we are proud to see him become a Financial Advisor.  We are confident he will bring added value to the George Group in our Utica branch,” said Eric Pronovost, Branch Manager.

PLATINUM INVESTORS