Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is
currently the Manager of Tax and Estate Planning for Baird Private
Wealth Management.
Prior to joining Baird in 2010, Scott was responsible for providing
financial planning solutions to ultra-high net worth individuals and
families at Cleary Gull, Inc. Scott works with clients and their
advisors on business succession, tax and estate planning
strategies, focusing on tax efficient wealth transfer opportunities.
Scott is responsible for leading a team of Tax and Estate Specialists
that work directly with Baird Financial Advisors to deliver a more
holistic wealth management experience to Baird clients. Over the
past decade, Scott has been responsible for developing new
planning technology and bringing on third party solutions to meet
the growing needs of clients.
Scott graduated from Hamilton College with a Bachelors Degree in
Economics and earned a Master of Science in Financial Services
Degree from The American College.
Scott is an Accredited Estate Planner through the National
Association of Estate Planning & Councils, Chartered Advisor in
Philanthropy through The American College and a CFP®
Professional.
Scott served on the Board of Milwaukee Estate Planning Forum and
is a current member of the Milwaukee Estate Planning Forum,
member of the Society of Financial Service Professionals and a
member of the Financial Planning Association in Southeastern
Wisconsin