The Gawelski Group, a Milwaukee wealth management firm, has joined the Milwaukee office of Robert W. Baird & Co., bringing Baird’s number of financial advisors to 69. The Gawelski Group was previously with UBS.
The firm includes its founder Jeffrey H. Gawelski, director, financial advisor, and John “J.R.” Richards, AAMS®, financial advisor associate. They are joined by Registered Client Relationship Associate Linda Davis.
“Jeff, J.R. and Linda are well-respected and talented financial professionals who will be a strong addition to Baird,” said Pat Powell, managing director and branch manager of Baird’s Milwaukee wealth management office. “We are very pleased that Baird’s strong client-focused culture and our people, combined with a broad platform of services and capabilities, made us the best place for them to continue serving their clients and building their business.”