Expertise
Andrew Ladd is a Managing Director in Baird's Private Wealth Management office in Dallas with over 22 years of experience. Prior to joining Baird in 2014, Andy was a financial advisor with Wells Fargo Advisors (formerly A. G. Edwards) since 2003. He joined his father, Ed, in 2007 and The Ladd Group was formed. Andy has developed his practice by focusing on the investment needs of business professionals, families, nonprofit organizations and small business retirement plans. He and his business partner Jayson Bales were recognized as a Top Team by Baird in 2022 and recently The Ladd Bales Group was recognized by Forbes/ Shook Research as a 2025 and 2026 Best-In-State Wealth Management Team2. Together, their team manages over a half a billion dollars in assets for a limited number of families through a unique financial planning process. Andy’s areas of expertise include portfolio design, investment management, insurance analysis, retirement planning and estate planning.
Background
Andy obtained his Bachelor's Degree from The University of Texas in Austin and subsequently concentrated his studies in all areas of portfolio management, investment planning, and estate planning. Andy holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and has his Series 7 and 66 registrations along with a General Lines, Life, Accident, Health and HMO insurance license.
Community Involvement
Andy also has experience working in the nonprofit sector and has helped organizations with their charitable giving efforts, development coordination, donor relations, and endowment investment planning. Andy has been on the Board of the Epilepsy Foundation of Texas and involved with Big Brother Big Sisters, Meals on Wheels, and Scottish Rite Hospital. He currently serves on the Investment Advisory Board of the Dallas YMCA and advises on their endowment and the organization’s community involvement.
Outside of spending time with his family, Andy enjoys golf, travel, Longhorn sports and running. Andy and his wife Jenilee live in University Park in Dallas with their daughter Margot, son Harrison and identical twin boys, Penn and Cooper .
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
22025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24
22026 Forbes | Published 1/7/26. Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25.