Scott Grenier, CFP®, AEP®

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently a Financial and Estate Planner for Baird’s Private Wealth Management Group.

Background

Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax-efficient wealth transfer opportunities.

Education/Designations

Scott graduated from Hamilton College with a bachelor’s degree in Economics and earned a Master of Science in Financial Services Degree from The American College. Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils and is a CFP® Professional, CPWA®, CLU and ChFC.

Community Involvement

Scott is Past President and current board member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin.