Welcome to the Bailey Group Home Page!
About Baird
Years of experience have prepared us to guide you through life's transitions.
Who We Are
As “Private Wealth Managers”, we specialize in assisting retirees and pre-retirees develop and follow investment strategies geared towards achieving their goals. If you work with us, as your financial coach we will help you:
- Protect and preserve your wealth.
- Plan for the distribution of your wealth during your life in the most tax-advantageous way.
- Plan for the distribution of your wealth at death, in the most tax-advantageous way.
Discover Hidden Opportunities
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
Meet Our Team
Jeffrey D. Bailey
Senior Vice president | Associate Branch Manager | Private Wealth Management
Tanya L. Gray
Assistant Vice President Registered Client | Relationship Specialist | Administrative Office Manager