Linda Grant-Smith, CPWA®, CFP®, EA®

Linda is a Regional Financial Planner at Baird having joined the firm July 2017. Leveraging her past-experience, and extensive background as a CFP(R), Linda prepares visual, calculated, and proactive plans.

These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances. Linda also co-leads the financial planning training of Next Gen talent through Baird's Foundations program.