Scott Grenier, CFP®, AEP®, CAP®

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Tax and Estate Planning for Baird Private Wealth Management.

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. Scott is responsible for leading a team of Tax and Estate Specialists that work directly with Baird Financial Advisors to deliver a more holistic wealth management experience to Baird 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 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.