Lisa Baird

As a Private Wealth Financial Advisor, I lead a team dedicated to delivering exceptional service to high-net-worth individuals and families. In my advisory role, I have become adept at navigating complex financial landscapes to help provide tailored solutions in the areas of asset management, risk mitigation, wealth transfer and tax optimization.

After nearly 40 years advising clients, I have gained insights into the habits of successful investors. I am committed to continuous learning, particularly in the areas of taxation and changing business cycles. Throughout my career, I have developed an understanding of the challenges and opportunities of managing day-to-day and future planning within the context of spouses, children, parents, partners, colleagues and friends.  

I approach my work with a strong desire to empower our clients and work collaboratively with their network of professional advisors. By sharing information, education, ideas and modeling tools, and by providing strong guidance, together we can effectively support the individuals and families we serve. My ultimate goal is allowing our clients to continue their financial journey with more confidence and a greater sense of peace.

I live and work in Scottsdale. As a proud wife, mother and grandmother, I value the importance of family. My husband, Craig, and I are passionate about spending time with our family and our friends. We are active in our community and enjoy almost all outdoor activities and adventures.