Baird, an employee-owned, independent investment bank and financial services company headquartered in Milwaukee, has added Doche Financial Consulting Group to its wealth management office in Scottsdale, Ariz., the company said today in a news release.
The three-person Doche team, formerly with Wells Fargo, manages a $225 million book of business. Industry veteran Lisa Doche, the team's leader, will serve as managing director and financial advisor. Ron Demers, PWM financial planner, and Maggie Loe, senior client specialist, join her at Baird.
Baird's Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $215 billion.