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Team managing $270 million at UBS moves to Baird


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The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.

The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.

They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.

[More: DOL will let Trump-era fiduciary rule stand]

The post Team managing $270 million at UBS moves to Baird appeared first on InvestmentNews.

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