The US-wide organization is continuing to build out its presence in the country's private wealth management sector.

Baird, a wealth manager and provider of financial services including investment banking, has added the OARS Group and The Little Morris Group to its embrace.

OARS is located in Danvers, Massachusetts; The Little Morris Group is in Scottsdale, Arizona.

The OARS Group comes to Baird from Janney Montgomery Scott, where it managed $211 million in assets. Robert F Clark and E Alan Freeman are joining as senior vice presidents and financial advisors, and Brian E Glavin serves as a financial advisor. They are supported by senior client specialists Heidi A Riley and Lisa M Morgan. 

The Hittle Morris Group comes from Wells Fargo where it ran more than $240 million in assets. Julie Hittle and Jennifer Morris are both joining as director and financial advisor.

The Danvers office is Baird’s first wealth management office in Massachusetts; in Arizona, Baird has four wealth management offices in addition to Scottsdale: Kierland, Phoenix, Sun City and Tucson. 

Baird’s Private Wealth Management business encompasses more than 1,400 financial advisors, and serves clients across the US with total client assets of more than $330 billion as of September 30, 2024.