Baird Private Wealth Management — The Clinton Group (Robert W. Baird & Co. Incorporated, CRD# 8158 / SEC# 801-7571) serves Martin County retirees and affluent families from its Stuart branch at 819 SW Federal Highway (Suite 103), Stuart, Florida (ZIP 34994). Directed by Senior Vice President and Private Wealth Advisor Christian Thomas 'Chris' Clinton, CFP® (CRD# 2301091), who brings more than 30 years of advisory experience, the practice specializes in CFP® fiduciary retirement cash-flow modeling, tax-exempt municipal bond ladders, concentrated equity management, and multigenerational estate and philanthropic planning.
Official Verification Sources: FINRA BrokerCheck — Christian Thomas Clinton (CRD# 2301091) / Robert W. Baird & Co. (CRD# 8158); Baird Private Wealth Management — Official Website
Issuer: U.S. Securities and Exchange Commission (SEC IAPD) / FINRA BrokerCheck
Notes: Active SEC-registered RIA and FINRA member firm branch in Stuart, FL. Director Christian T. Clinton (CRD# 2301091) holds the Certified Financial Planner (CFP®) designation.
Factual details and direct answers about Baird Private Wealth Management — The Clinton Group (Christian T. Clinton, CFP®)'s services, licensing, and credentials.
Who leads the Baird Private Wealth Management office in Stuart?
The Stuart office on SW Federal Highway is led by Director and Senior Vice President Christian T. 'Chris' Clinton, CFP® (CRD# 2301091), a Certified Financial Planner with over three decades of wealth management experience.
What retirement services does Baird Private Wealth Management provide to Martin County residents?
The team provides fiduciary CFP® financial planning, custom fixed-income and municipal bond ladders, tax-efficient RMD and retirement withdrawal strategies, trust and estate coordination, and long-term care funding analysis.
Where is Baird Private Wealth Management located in Stuart?
The branch is located at 819 SW Federal Hwy, Suite 103, Stuart, FL 34994, and can be reached at (772) 463-3030.
Connect with complementary legal, financial, and residential providers serving seniors in Stuart and Martin County.
McCarthy, Summers, Wood, Norman, Melby & Schultz, P.A. (Nicola J. Boone Melby, B.C.S., CELA & Steven J. Wood, B.C.S., LL.M.)
Stuart, Martin County
(772) 286-1700
The Sovana at Stuart (55+ Luxury Active Adult Rental Community — 182 Residences)
Stuart, Martin County
(772) 230-4428
Discovery Village at Stuart
Stuart, Martin County
(772) 266-2500
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Senior Citizen Benefits Guide →
Building tax-efficient retirement income streams for Stuart and Palm City retirees.
Florida Senior Property Tax Exemptions →
Coordinating Florida residency and property tax exemptions with private wealth portfolios.
Medicare Savings Programs in Florida →
Tax-exempt municipal bond income strategies and Medicare premium planning.
Florida Medicaid Long-Term Care Guide →
Planning for assisted living, CCRC entrance fees, and long-term care costs in Martin County.
Victrix Investment Advisors LLC (Will Thompson IV, CFA®, CFP®, AIF® & Jami McCree, MBA, CPWA®)
Stuart, Martin County
HBKS Wealth Advisors — Stuart Office (Stephen C. Schramm, CFP®, CPA/PFS & Ryan H. Furtwangler, CFP®, AEP®)
Stuart, Martin County
Integritt Wealth Management, LLC (Marc L. Rittersporn — Fiduciary RIA)
Stuart, Martin County
Stuart Advisors — Raymond James Financial Services (Jeffrey J. Jacobsen, CFP®)
Stuart, Martin County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.