Baird Adds Stepanski as Financial Advisor in Scottsdale

Baird March 16, 2015

BaStepanskiKarenird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added Karen Stepanski, CFP®, ADPA®, as senior vice president, financial advisor in its Scottsdale, Ariz., wealth management office. Stepanski brings more than 25 years of industry experience to Baird.

Stepanski began her career in the financial services industry in 1987 with Lawson Financial Corporation. She then moved to the former brokerage firm A.G. Edwards before it was acquired by Wells Fargo, where she joins from now. Stepanski holds a bachelor’s degree in business administration with an emphasis in finance from Arizona State University. She has been actively involved in her community for more than 25 years, and currently resides in Scottsdale.

Baird’s wealth management business encompasses more than 800 financial advisors serving clients through more than 80 offices in 26 states, and has client assets of more than $100 billion. Last year, Baird acquired the former McAdams Wright Ragen, Inc. (MWR), an investment firm headquartered in Seattle. As a result, more than 80 financial advisors from six offices in Washington state (Anacortes, Bellevue, Mount Vernon, Seattle, Spokane and Yakima) and one office in Portland, Ore., joined Baird.

Speak Your Mind

In Business Dailies

Sign up for a complimentary year of In Business Dailies with a bonus Digital Subscription of In Business Magazine delivered to your inbox each month!

  • Get the day’s Top Stories
  • Relevant In-depth Articles
  • Daily Offers
  • Coming Events