Win Baird, a third-generation financial advisor, has worked in financial services since 1993. His father had a seat on the New York Stock Exchange and was a partner in Baird and Co. before serving as the managing partner of J.C. Bradford & Co.’s Birmingham office for 27 years. Win’s grandfather ran his own firm on Wall Street. Win is a CERTIFIED FINANCIAL PLANNER™ Professional specializing in retirement planning and enjoys helping his clients manage their cash flows. He often serves more than one generation of the families he advises.
Win grew up in Birmingham and holds bachelor and master’s degrees from the University of Alabama. He and his wife, Paula, have three daughters. Win is involved in the community as a member of the Independent Presbyterian Church, Downtown Kiwanis Club, Birmingham Country Club, St. Andrew’s Society, Society of Colonial Wars, and Society of the American Revolution. In his free time, Win enjoys being with his family, running, traveling, reading and cooking for friends.