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Our Profile

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.

Gene Jester, CFP®, CPWA®, CRPS®

Director

919-918-2900

919-918-2850

gjester@rwbaird.com

I heard someone say once that “taking the time to listen is an act of love.” I strongly believe that she is correct because everyone who comes to us for advice and guidance has a unique story and if we did not take the time...

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Cort Bennett, CFP®, CPWA®, CSRIC

Financial Advisor

919-918-2900

919-918-2850

cbennett@rwbaird.com

Early in his career, during a Leadership Winston-Salem course, Cort was introduced to the concept of the servant-leader and what it means. He realized that serving first has always been part of his nature. The client relationship is...

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David Jester, CPWA®, CSRIC™

Financial Advisor

919-918-2925

919-918-2850

djester@rwbaird.com

First and foremost, I am a husband and a father. These are my most important roles in life and they bring depth and meaning to my work here beyond measure. My family loves to spend time together—much of it outside. To keep myself...

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Tracie Legg

Senior Client Specialist

919-918-2900

919-918-2850

TLegg@rwbaird.com

“I love to say that I have grown up with our clients. Gene Jester, Wealth Advisor, and I began our team over 20 years ago on September 6, 1996, the same day that Hurricane Fran blew inland and brought all kinds of destruction....
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Shelby Hall

Client Assistant

919-918-2900

919-918-2850

To me, the foundation of any meaningful relationship begins with listening, investing time, being consistent, responding with love, and genuinely caring about others. Providing the very best experience for our clients with thoughtful...

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