Scott Grenier, AEP®, CFP®, CAP®

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Tax and Estate Planning for Baird’s Private Wealth Management Group.

Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to ultra-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.

At Baird, Scott is responsible for a team of Tax and Estate Specialists that work directly with our Financial Advisors to deliver a more holistic wealth management experience to our clients. Over the past decade, Scott has been responsible for developing new planning technology and bringing on third party solutions to meet the growing needs of our clients.

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, Chartered Advisor in Philanthropy through The American College and a CFP® Professional.

Scott served on the Board of Milwaukee Estate Planning Forum and is a current 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.

Why Baird?

Scott is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses, and organizations for over 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share; honesty, integrity and a commitment to keeping clients first always.