Baird Private Wealth Management is an employee-owned, SEC-registered fiduciary wealth management and retirement planning firm with a Space Coast branch on North Sykes Creek Parkway in Merritt Island, Florida. Anchored locally by The Caprara Hain Group—Vice President and Financial Advisor Christopher ("Chris") Hain, CFP®, Director and Financial Advisor Albert James ("Jim") Caprara Jr., and Senior Client Specialist Kathleen Lamke, CFP®—the office serves retirees and families across Merritt Island, Cocoa Beach, Titusville, Cape Canaveral, and Rockledge with comprehensive retirement cash-flow planning and portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Robert W. Baird & Co. Incorporated); FINRA BrokerCheck Profile (Christopher Hain, CFP®); FINRA BrokerCheck Profile (Albert James Caprara Jr.); Baird Private Wealth Management Merritt Island Office Website
Issuer: SEC / FINRA (Robert W. Baird & Co. Incorporated)
Notes: SEC File #801-7571; employee-owned SEC-registered Investment Adviser and Broker-Dealer founded in 1919, operating its Space Coast branch in Merritt Island, FL.
Issuer: CFP Board / FINRA / SEC
Notes: Merritt Island advisory team includes Vice President & Financial Advisor Christopher ('Chris') Hain, CFP® (CRD #4740566), Director & Financial Advisor Albert James ('Jim') Caprara Jr. (CRD #2938909), and Senior Client Specialist Kathleen Lamke, CFP®.
Factual details and direct answers about Baird Private Wealth Management's services, licensing, and credentials.
Who leads the Baird Private Wealth Management team in Merritt Island?
The Merritt Island branch features The Caprara Hain Group, led by Vice President Chris Hain, CFP® (CRD #4740566) and Director Jim Caprara (CRD #2938909), alongside Kathleen Lamke, CFP®, under employee-owned SEC-registered firm Robert W. Baird & Co. Incorporated (CRD #8158, SEC File #801-7571).
What retirement planning services does Baird provide to North and Central Brevard seniors?
The team provides customized retirement income projections, tax-efficient IRA and 401(k) distribution planning, Social Security and pension optimization, and coordinated estate and trust strategies.
Where is Baird Private Wealth Management located in Merritt Island?
The branch is located just north of Merritt Island Causeway (SR 520) at 150 North Sykes Creek Parkway, Suite 100, Merritt Island, Florida 32953.
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