Scott Grenier, CFP®, AEP®

Scott Grenier is the Manager of Financial and Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.