Linda Grant-Smith, CPWA®, CFP®, EA®
Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial Planning is what sets her apart from the rest of the field. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans. These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances. Linda earned her BA from Wesleyan University in Russian Studies with a concentration in teaching, holds the Certified Financial Planner® designation, Certified Private Wealth Advisor® Certification and received a Certificate in Business Succession Planning from the American College. She currently holds the series 7, 66, 63, 51, 26, 24, life, health, annuity and property and casualty insurance licenses.
Prior to joining Baird, Linda was a financial planner and advisor at various independent firms. Throughout her tenure, she has been published in the Financial Planning magazine, received multiple writing and speaking awards, and has conducted numerous educational seminars to other professionals.
Linda and her husband, Scott, reside in Centerville, TN and enjoy the countryside activities of hiking, kayaking, and boating the Duck and Piney Rivers. They have three grown sons, of whom they are very proud.