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Industry Spotlight > Broker Dealers

Baird Nabs $1B Ex-Wells Fargo Group

By Janet Levaux

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Baird said Monday that it added a team that includes six veteran advisors from Wells Fargo (WFC) with $1.1 billion in client assets. The group, which has close to $5.5 million in yearly fees and commissions, has opened a new office for Baird in Wichita, Kansas.

“The advisors joining our team are extremely talented with decades of industry experience and an excellent cultural fit with Baird’s unique values,” said Steve Stroker, regional director of Baird’s Private Wealth Management business, in a statement.

“We are always looking to expand into new regions where we think it will have a very positive impact on our business. Wichita is a strong market, and we are pleased to now have a presence there,” Stroker said.

The office will include Don Barry, managing director; Jill Docking, senior vice president; Brian Docking, CFP, senior vice president; Phillip Garrison, AAMS, director; Kevin McWhorter, senior vice president; and Suzanne Marshall, vice president.

Barry started his career at A.G. Edwards in 1981.

Jill and Brian Docking are a mother-son team who have worked together as the Docking Group for 10 years. Jill began her career in 1988 at A.G. Edwards, and founded and served as president of the Financial Fitness Foundation. Brian became an advisor in 2005 and currently serves on the executive committee of the Kansas Council for Economic Education.

Garrison started work as an advisor with A.G. Edwards in 2001, while Marshall began her career with the former Gradison & Co. brokerage firm in 1986 and moved to A.G. Edwards in 2005.

McWhorter cut his teeth at Larmer-Sykes, starting in 1977. He moved to A.G. Edwards in 1988.

Baird says its wealth management business includes more than 800 financial advisors serving clients in more than 80 offices with about $110 billion. Last year, the firm acquired McAdams Wright Ragen of Seattle, which added about 80 financial advisors in six offices in Washington (Anacortes, Bellevue, Mount Vernon, Seattle, Spokane and Yakima) and one in Portland, Oregon. 

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