Three employees in the Baird Utica branch have recently received new titles. SCOTT GEORGE is now a managing director. George is a certified financial planner (CFP) Professional, and a chartered retirement plans specialist. He has been with Baird since 2005. ZACK MAXWELL has been named senior VP. Maxwell holds a bachelor’s of business administration (BBA) […]
Three employees in the Baird Utica branch have recently received new titles.
SCOTT GEORGE is now a managing director. George is a certified financial planner (CFP) Professional, and a chartered retirement plans specialist. He has been with Baird since 2005.
ZACK MAXWELL has been named senior VP. Maxwell holds a bachelor’s of business administration (BBA) degree in corporate finance, and is Series 7,66, and 24 registered. He has been with the firm since 2013.
MELISSA MOTYL is now an assistant VP. Motyl is a senior client specialist and is Series 7 and 66 registered. She has been with the firm since 2014. Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion as of June 30, 2021.