Tuesday, September 27, 2022

"We cannot imagine a better partner than Baird"

"We cannot imagine a better partner than Baird"

What can a merger tell you about a company? As it turns out, quite a lot.

When Hefren-Tillotson chose to join Baird, it brought together two like-minded organizations – financial services firms that always keep their clients first, build up their communities and understand just how important foundational planning is to holistic wealth management. Because at a time when more and more financial services firms are owned and operated by banks, partnering with a privately held, employee-owned firm that cares for their clients can make all the difference – both for clients and the advisors who serve them.

Kim Tillotson Fleming

Check out our interview with Hefren-Tillotson CEO Kim Tillotson Fleming, CFA, on our “HER View From Here” podcast.

If partnering with a firm that shares your values and truly appreciates the advisor–client relationship is important to you, you need to learn more about Baird. Click the button below to discover Baird’s story and everything we have to offer.


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