The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.
The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.
They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.
Wealth arm thrives despite market headwinds.
Markets digest latest words on trade war, Fed chair’s position.
More advisors are using subscription models for financial planning services.
From Powell to China, president eases back rhetoric.
And profit guidance is set to weaken further in coming quarters.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
