Scott Grenier, CFP®, AEP®

Scott Grenier is a Manager of Financial and Estate Planning for Baird’s Private Wealth Management group. In this role, he works with clients and their Baird financial advisors on business succession, tax and estate planning strategies, with a focus on tax-efficient wealth transfer opportunities. Prior to joining Baird in 2010, Scott provided financial planning solutions to high-net-worth individuals and families at Cleary Gull.

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. He is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy® through The American College, and a CERTIFIED FINANCIAL PLANNER™ practitioner.

Scott served on the Board of the Milwaukee Estate Planning Forum. Currently he is a member of the Milwaukee Estate Planning Forum, the Society of Financial Service Professionals and the Financial Planning Association of Southeastern Wisconsin.