Broker Check

Advisory Network

Today's complex world of changing economic conditions, tax rules, estate planning techniques and unique family requirements requires a comprehensive team of experts  to help families find answers to their complex financial needs. Jody's team at Baird is designed specifically with the goal of providing trusted advice and exceptional service. 

Private Wealth Management Team

Jody McAuley

Branch Manager | Director

jmcauley@rwbaird.com

Jody believes that client trust and loyalty are earned every day by hard work, dedication and a laser focus on providing trusted advice and exceptional service. Jody has been helping individuals and Institutions make sound investment...

Read more

Matt Stanhope, CFP®

Client Planning Specialist

843-579-5022

843-579-5050

mstanhope@rwbaird.com

Matt has worked in the finance industry since 2016 providing investment, trading, and planning advice. He grew up outside of Atlanta, GA and is a graduate of the University of Mississippi where he received a BBA degree with a dual...
Read more

Sandra Gary

Associate Vice President

843-579-5040

sgary@rwbaird.com

Sandra is a native to Charleston. She attended Oglethorpe University in Atlanta, GA before moving to New York where she worked in the banking industry until deciding to start a family. Missing her roots, she returned home where she...

Read more

Financial and Estate Planning Team

Linda Grant-Smith

Linda Grant-Smith, CPWA®, CFP®, EA®

Senior Vice President, Senior Financial Planner

Scott Grenier

Scott Grenier, CFP® , AEP®

Senior Vice President, Manager of Estate Planning

Have a Question?

Thank you!
Oops!