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
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...
Matt Stanhope, CFP®
Client Planning Specialist
843-579-5050
Sandra Gary
Associate Vice President
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...
Financial and Estate Planning Team
Linda Grant-Smith, CPWA®, CFP®, EA®
Senior Vice President, Senior Financial Planner
Scott Grenier, CFP® , AEP®
Senior Vice President, Manager of Estate Planning
Timothy M. Steffen, CPA-PFS, CFP® , CPWA®
Director of Tax Planning