Charleston Leadership Team | Baird Private Wealth Management

Jody McAuley

Director | Branch Manager

843-579-5050

Jody began his financial services career in 1996 with A.G. Edwards & Sons and remained with the firm through its mergers with Wachovia and Wells Fargo. He brings nearly three decades of industry experience and has earned recognition as...

Sandra Gary

Vice President | Branch Administrative Supervisor

843-579-5040

843-579-5050

slgary@rwbaird.com

Sandra is a Charleston native who attended Oglethorpe University in Atlanta before beginning her career in the banking industry in New York. After returning to Charleston, she entered the brokerage business in 1987 with Shearson Lehman...

Charles "Bucky" Knowlton, Jr

Senior Vice President | Financial Advisor

843-579-5010

843-579-5050

cknowlton@rwbaird.com

Bucky began his career with Robinson-Humphrey in 1981 and brings nearly 30 years of experience in the financial services industry. Prior to becoming a Financial Advisor, he served as a commercial lending and business development...

Park Dougherty

Financial Advisor | Private Wealth Management

843-579-5042

843-579-5050

pdougherty@rwbaird.com

Park Dougherty has been helping families, retirees, and endowments pursue their financial goals since 1985. He joined Baird in 2018 after previously serving clients at Wells Fargo Advisors and Robinson-Humphrey/Smith Barney.Park earned...

Nicholas L. Verano, IV

Managing Director | Financial Advisor

843-579-5030

843-579-5050

nverano@rwbaird.com

Nick began his career with Wachovia Bank in 1999 as a Management Trainee and has worked across banking, financial planning, and asset management throughout his career. He joined Smith Barney as a Financial Advisor in 2005, where he...

Gray Coulton
CPWA®, CIMA®

Director | Financial Advisor

843-579-5045

843-579-5050

gcoulton@rwbaird.com

Gray is a Senior Vice President at Baird and joined the firm in January 2011. Prior to Baird, he spent six years at Smith Barney, where he served as a Vice President and Senior Investment Management Consultant.Gray graduated with...

John A. Warren

Director | Financial Advisor

843-579-5043

843-579-5050

jwarren@rwbaird.com

John graduated from The University of the South, Sewanee, with a degree in English Literature and later earned his MBA from the University of South Carolina’s Darla Moore School of Business.His professional background includes both...

Thomas Smythe
CFP® CLU® ChFC®

Financial Advisor

843-579-5033

843-330-1242

843-579-5050

tsmythe@rwbaird.com

Thomas, a native of Charleston, is a financial advisor focused on helping families and business owners make thoughtful, long-term financial decisions. Thomas graduated from the University of the South, Sewanee, with a B.A. in History...

Rich Rossi

Financial Advisor

843-579-5023

843-579-5050

rrossi@rwbaird.com

Rich Rossi joined Baird’s Private Wealth Management team in Charleston, South Carolina, in January 2026 after a successful career spanning more than 25 years in the institutional fixed income markets.A 1998 graduate of Fairfield...

Jason Stubbings
CFP®

Senior Vice President | Financial Advisor

843-579-5041

843-579-5050

jstubbings@rwbaird.com

Jason has been working in the financial services industry since 1999. Prior to joining Baird, he began his career as a Financial Advisor with Morgan Stanley Dean Witter in Charleston before joining AG Edwards, a predecessor firm of...

Matt Stanhope
CFP®

Financial Planner | Private Wealth Management

843-579-5022

843-579-5050

mstanhope@rwbaird.com

Matt Stanhope is a Certified Financial Planner® professional who has been helping individuals and families navigate financial decisions since 2016. He works closely with clients to develop personalized wealth management strategies,...

Jamie Nix
WMCP®

Senior Client Specialist

843-579-5035

843-579-5050

jnix@rwbaird.com

Jamie joined Baird in 2010 and has more than 15 years of experience in the financial services industry. She holds her Series 7 and 66 FINRA licenses. Jamie earned a B.A. in Journalism from Oklahoma State University and an MBA from The...

Clark Samisch

Senior Client Specialist

843-579-5038

843-579-5050

csamisch@rwbaird.com

Clark grew up in Charleston, Tampa, and Hawaii, experiences that provided him with a broad perspective and a strong appreciation for connecting with people from all walks of life. Today, he is based in Charleston, where he focuses on...

Robert J. Robes

Managing Director | Director of Wealth Strategists

843-579-5048

843-579-5050

rrobes@rwbaird.com

At Baird, Bob leads a team of Wealth Strategists who partner with Financial Advisors to develop customized solutions for the complex planning needs of high-net-worth clients. In this role, he works closely with business owners to...

Andy McKay

Managing Director | Business Owner Solutions

843-579-5049

843-579-5050

AMckay@rwbaird.com

Andy is a Managing Director and leads the Business Owners Solutions team at Baird. He has over 40 years’ experience in executing middle-market M&A, investment, financial, valuation and other business transactions. Prior to joining...

Baird Private Wealth Management - Charleston, SC