Expertise
Andrew Ladd is a Managing Director in Baird's Private Wealth Management office in Dallas with over 20 years of experience. Prior to joining Baird in 2014, Andy was a financial advisor with Wells Fargo Advisors (formerly A. G. Edwards) since 2003. He joined his father, Ed, in 2007 and The Ladd Group was formed. Andy has developed his practice by focusing on the investment needs of business professionals, families, nonprofit organizations and small business retirement plans. His areas of expertise include portfolio design, investment management, insurance analysis, retirement planning and estate planning.
Background
Andy obtained his Bachelor's Degree from The University of Texas in Austin and subsequently concentrated his studies in all areas of portfolio management, investment planning, and estate planning. Andy holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and has his Series 7 and 66 registrations along with a General Lines, Life, Accident, Health and HMO insurance license.
Outside of spending time with his family, Andy enjoys golf, travel, Longhorn sports and running. Andy and his wife Jenilee live in University Park in Dallas with their daughter Margot, son Harrison and identical twin boys, Penn and Cooper.