Robert J. Robes

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 design and implement coordinated strategies for business ownership, estate planning, and wealth transfer, taking into account each client's personal and business objectives, family dynamics, and long-term goals. Bob also helps business owners evaluate internal and external transition strategies that align with their vision, values, and legacy aspirations.

Prior to joining Baird, Bob was a shareholder at Greenberg Traurig, P.A., where he practiced law for more than 15 years, focusing on private wealth and tax planning, business structuring, and estate planning for ultra-high-net-worth individuals, families, and entrepreneurs. Bob later spent nearly eight years at Wells Fargo Wealth & Investment Management, serving as a Business Owner Advisory Strategist and Senior Wealth Planner.

In addition to his professional responsibilities, Bob serves as an Adjunct Professor at St. Thomas University School of Law, where he teaches a course in Estate Planning.