As a registered investment advisor since 1982, Fred has worked with many high-level executives of publicly traded companies. This has given him an understanding of the unique financial challenges facing these individuals and the expertise to serve their special investment needs.

Fred believes that communication and trust are integral in building a successful partnership with his clients.

Fred was born and raised in Nashville, Tennessee. He graduated from Montgomery Bell Academy in 1976, and received a Bachelor of Arts degree in History from the University of the South in 1980.

Fred is an active member of the community, serving as a former member of the board and current trustee for Goodwill Industries of Middle TN and as a former president and advisory board member of the Second Harvest Food Bank. He is also the former treasurer of a local wildlife rehabilitation center, Walden’s Puddle. Fred and his wife, Laura, have two children: Ryan Elizabeth (Barrett Wood) and Anderson (Claire) and two Granddaughters Simmons Annette Wood and Palmer Maree Mclaughlin.

Lee Ann began her career in the financial industry back in 1988 at J.C. Bradford. She has worked in many areas of operations and sales including DTC Broker Cashiering, Back Office Operations, Sales Assistant to Financial Advisors with retail clients as well as Institutional Sales. Most of her earlier career was spent at Robinson-Humphrey in Nashville.

She left the business in 2001 to raise her son, Parker who is now 22.

Lee Ann worked briefly at Baird part-time from 2008-2010 but came back in 2019 as a full time Client Assistant.