Scott Grenier, CFP®, AEP®

Scott Grenier joined Baird in 2010. He is the Manager of Estate Planning for Baird’s Private Wealth Management Group. 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.

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

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