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Baird expands financial advisory team in Milwaukee

Robert W. Baird & Co. Inc. today announced it has added a veteran financial advisor team, The WE Group, with a total of five wealth management professionals, to its Milwaukee office.

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The new talent brings the number of financial advisors in Baird’s largest wealth management office to 60. Previously with UBS, The WE Group brings 50 years of combined industry experience to Baird.

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The following financial advisors have joined Baird: Paul Westphal, CIMA, director; John Ethington, CFP, CPA, senior vice president; Dan Gilipsky, financial advisor; and Tyler Briggs, financial advisor. They are joined by client relationship assistant Paula Scherbarth.

Westphal previously managed UBS’ Milwaukee office. Prior to that, he was a complex manager at UBS and Piper Jaffray.

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“These well-respected and talented financial professionals are a strong addition to Baird’s home team,” said Pat Powell, managing director and branch manager of Baird’s Milwaukee wealth management office. “We are very pleased that Baird’s strong 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. This talent addition demonstrates Baird’s continued strength and ability to attract top-tier senior talent in Milwaukee and beyond who share our values and client focus.”

Baird added more than 100 financial advisors to its Private Wealth Management group in 2009 and has added 34 financial advisors and branch managers since the beginning of 2010.


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