Baird Adds Bowman and Preddy to Richmond Office, Continues Expansion in Virginia
Richmond, VA (October 3, 2024) – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced it has added Robert S. Bowman, and Matthew L. Preddy as Directors and Financial Advisors to a new office opening in Richmond, Va., located at 3957 Westerre Pkwy. Bowman will be assisted by Dustin H. Dodge, Associate Financial Advisor, and Preddy will be supported by Client Assistant, Ana Rawls.
The addition of an office in Richmond comes on the heels of Baird’s recent expansion in Fairfax in January and September of this year. The firm also has three other locations in Virginia in Lynchburg, Fairfax and McLean. Baird’s continued growth in the state emphasizes their commitment to providing clients with the best financial advice and service.
“We are excited for the new Richmond location and to welcome these two impressive advisors to Baird,” said Jim McGuire, Branch Manager. “Each has a proven track record of being committed to the local Virginia community and are welcome additions to our growing footprint in the state.”
Bowman brings nearly 25 years of industry experience to Baird and holds Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. He comes from Edelman Financial Engines where he managed $285 million in assets. He graduated from Radford University’s College of Business and Economics with a degree in finance.
Preddy brings 20 years of industry experience to Baird and holds a Chartered Retirement Planning Counselor (CRPC®) designation. He comes from Edelman Financial Engines where he managed $225 million in assets. He graduated from Randolph-Macon College with a degree in economics and business. He is also active in the community, volunteering with his family at the Ronald McDonald House every year.
Baird’s Private Wealth Management business encompasses more than 1,400 Financial Advisors averaging 20 years of industry experience and serving clients coast-to-coast with client assets of more than $310 billion as of June 30, 2024.
About Baird
Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients and more than $455 billion in client assets as of June 30, 2024. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.
For additional information, contact:
Baird Public Relations
publicrelations@rwbaird.com