Baird’s Private Wealth Management business is pleased to announce the grand re-opening of its Utica branch, following a significant renovation to modernize the office space.
Baird’s Utica branch opened in 2018 following the acquisition of M. Griffith Investment Services, a hybrid advisory firm founded in 1947. Located on French Road in New Hartford NY, Baird’s Utica branch employs more than 20 employees, including 10 financial advisors.
“Our employees are proud to uphold Baird’s mission: To provide the best financial advice and service to our clients and be the best place to work for our associates.” said Jason Topi, Managing Director and Associate Branch Manager. “Nothing means more to us than the success of those we serve, and this new branch allows us to continue to welcome clients into our office in comfort and with modern technology to help them realize their financial goals.”
Headquartered in Milwaukee, Wis., Baird’s Private Wealth Management business encompasses more than 1,400 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $275 billion as of Dec. 31, 2021.