Scott Grenier, Manager, Tax & Estate Planning
Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently a Financial and Estate Planner for Baird’s Private Wealth Management Group. He regularly speaks to financial advisors and clients about estate planning and related tax matters, and has written about these topics for industry publications.
Prior to joining Baird, Scott was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession and tax and estate planning strategies, focusing on tax-efficient wealth transfer opportunities.
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.
Scott is an Accredited Estate Planner through the National Association of Estate Planners & Councils and is a CERTIFIED FINANCIAL PLANNER™ professional, CPWA®, CLU® and ChFC®.
Scott is past president and current board member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin.