Broker Check

Our Extended Team

Our Extended Team

Linda Grant-Smith, CPWA®, CFP®

Senior Financial Planner

919-918-2900

919-918-2850

Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial...

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Kathy Blake Carey, CFA®

Director of Research & Advanced Planning

919-918-2900

919-918-2850

Kathy Carey is Director of Research & Planning for Baird’s Private Wealth Management group. In this role, she oversees the Asset Manager Research, Equity, Value Equity and Fixed Income Research teams as well as the Financial &...

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Jeannette Haen

Education Planning Consultant

919-918-2900

919-918-2850

Jeannette is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007. She has been with Baird since 2004. She was the Marketing Specialist for Baird Investment Management...

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Jaleigh White, CPA, CPWA®

Managing Director, Director of Family Wealth

Since coming to Baird through the 2019 acquisition of Hilliard Lyons, Jaleigh has been the architect to build the new Baird Family Wealth platform. The Baird Family Wealth team works with advisors and their most complex UHNW clients...

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