Linda Grant-Smith, EA, CFP^®, CPWA^®

Linda Grant-Smith is a Wealth Strategist at Baird where she and works with clients and their advisors to develop, implement, and monitor custom, holistic financial plans based on a thorough understanding of the clients’ values, assets, and wealth transfer goals, as well as vision for their legacy. Linda has a strong background with business owners and corporate executives, as well as tax and transaction analysis.

Prior to joining Baird, Linda was a financial planner and advisor at various independent firms.

Linda earned her BA from Wesleyan University. She also received a Certificate in Business Succession Planning from the American College. Linda is a CERTIFIED FINANCIAL PLANNER™ professional, and she holds the Certified Private Wealth Advisor^SM designation. Linda is also an enrolled agent with the IRS.