Stephen Edwards

Family Wealth Advisor at Baird

Stephen Edwards is a Family Wealth Advisor at Baird, where the Wray, Trollinger, Bolton, Edwards and Shore Group emphasizes values of honesty, integrity, and respect, essential for fostering high-quality client partnerships. Prior to this role, Stephen served in various positions at Wake Forest University from September 2013 to January 2018, including Assistant Director of Development and Assistant Director for Young Alumni & Student Engagement. Earlier experience includes working as a Development Associate at Water Oaks Capital, conducting investment analysis in various industries, and serving as Area Director for K Life, where leadership was provided to a community organization of over 300 high school students. Stephen holds a Bachelor of Arts in Economics from Wake Forest University, with minors in Entrepreneurship & Social Enterprise and International Development.

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Baird

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Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide.


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