A former Wells Fargo team, The Planning Group, has joined the Anchorage, Alaska, office of Baird, a wealth management, asset management and private equity firm, bringing over $1 billion in assets under management.
The Planning Group team consists of Margaret Price, Sarah Springer, and Grant Shearer, who joined Baird’s nationwide team of 860 financial advisors. Baird has client assets totaling $126 billion.
All three advisors will work as managing directors in the Anchorage office, Baird said in a press release.