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        (214) 373-2926CallVisit WebsiteVisit WebsiteMap & DirectionsDirections5950 Berkshire Ln Ste 1300Dallas, TX 75225

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        Baird - Great outcomes. Done well.

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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Chris Graham direct: (214) 373-2926

        Switchboard: (800) 443-1617

        Services/Products
        Chris Graham is a Dallas, Texas based Investment Advisor and Portfolio Manager with 15 years of Wall Street experience. He runs a fee only advisory business for Robert W. Baird & Co. Inc, a privately held, employee owned international wealth management, capital markets, asset management and private equity firm with client ... see more assets of nearly $94 billion. Chris offers his unique institutional insights into the capital markets and provides tailored investment solutions to family offices, affluent individuals and institutions. He works closely with a team of investment and financial professionals with team credentials that include CPAs, JD, MBA including members that hold the CFA designation. Services include: Financial and Estate Planning •Retirement and education planning •Tax planning •Wealth transfer •Charitable giving Investment Management •Portfolio management •Comprehensive advisory solutions •Brokerage services •Alternative investments •Cash management Risk and Liability Management •Income protection strategies •UITs •Lending services Executive Services - Customized services for corporate executives. Chris develops integrated wealth management strategies, including managing corporate stock – from exercising options to trading control stock. Help provide investment perspective, generational planning, active tax management, cash flow modeling, strategic allocation, customized reporting, goals based planning, asset protection, tactical guidance, risk management, and manager selection Corporate Services - Comprehensive financial services for companies. Chris helps companies manage their cash and stock plans, deliver tailored solutions for retirement 401k, Pension, Pension Commencement analysis, Deferred Compensation plan analysis, contribution, allocation, benefit selection, in-plan non-hardship withdrawal strategies, and participation recommendations Investment Banking - Deep industry expertise and leading capital markets capabilities. Chris coordinates and helps manage the investment banking needs of high growth potential companies that leverages Baird’s extensive resources designed to serve middle market companies’ M&A and equity financing needs. Foundations and endowments - Help provide ongoing evaluation and oversight, objective expertise and deep industry resources to advise foundations and endowments. Areas served include: Dallas, Plano, Frisco, Lewisville, Denton, Hurst, Euless, Bedford, Southlake, Arlington , Fort Worth, North Richland Hills, Weathersford, Austin, San Antonio, Houston, El Paso, Midland Chris Graham is licensed to offer securities in the following states: AZ, CA, CO, CT, FL, GA, HI, MA, MD, NC, NJ, NM, NY, OK, PA, TN, TX, WA Additional information located on Chris Graham’s website: http://bairdfinancialadvisor.com/cgraham/index.htm hide
        Payment method
        check
        Location
        Centrally located in Dallas in Preston Center
        Neighborhoods
        Northwest Dallas, Preston Square
        Associations
        One of FORTUNE’s 100 Best Companies to Work For® since 2004,
        Other Link

        Robert W. Baird Website

        Categories
        Financing Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

        Details

        Phone: (214) 373-2926

        Address: 5950 Berkshire Ln Ste 1300, Dallas, TX 75225

        Website: Robert W. Baird Website

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