The Perry Group - Baird Private Wealth Management

05/28/2026

💬Let's Talk About Your Financial Future.

Every great partnership starts with a conversation. At The Perry Group, our "Ask Us Anything" sessions are your gateway to expert advice, tailored just for you.

❓ Submit your questions with confidence.
👥 Connect with 3 certified financial planners.
🔐 No obligation, only valuable guidance.

Reach out today and take the first step toward financial peace of mind!
☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

05/26/2026

We’re excited to welcome our summer interns to the branch - Eli Carter, Cooper Reynolds, Addie Chumley, and Brendan Gilbert!

05/24/2026

Just a quick note that our team will be closed on Monday in honor of Memorial Day.

We’re grateful for those who have served and sacrificed for our freedom.

We’ll be back and ready to assist you on Tuesday!

05/22/2026

The market has been on a strong run lately, and while that’s a positive sign for long-term growth, especially with strong company profits (like in AI), it’s normal to see some ups and downs along the way. Staying diversified and focused on long-term goals can help you avoid reacting emotionally to short-term swings.

Read the full article here:

Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.

05/21/2026

We’re hiring!

The Perry Group at Baird is looking for a Client Specialist to join our Bowling Green team!

If you love working with people, building relationships, and being part of a supportive, client-focused environment, we’d love to connect. This role is a great opportunity to work alongside our advisors, support our clients, and grow your experience in wealth management.

Learn more about who we are: https://perrygroup.bairdwealth.com/

Interested in applying, or know someone who would be? Check out the details here: https://wd1.myworkdaysite.com/recruiting/baird/Careers/job/KY-Bowling-Green/Client-Specialist_R2026609-1?utm_source=linkedin&utm_medium=social&utm_campaign=pwm_job_advertisement

05/20/2026

Would your family know where to find important information if something unexpected happened?

The Perry Group’s Personal Information Guide is designed to help you organize key details in one place, from financial accounts and important documents to insurance policies and other records your loved ones may need.

Take a simple step today to help make things easier tomorrow. Download your free guide today.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/the-personal-information-guide

05/18/2026

We’re excited to share our Spring 2026 Quarterly Newsletter! Inside, you’ll find team updates, upcoming events, market insights, and a look at how we continue to support our clients and community.

Read the full newsletter here: https://perrygroup.bairdwealth.com/newsletter (just scroll down to Spring 2026)

05/15/2026

With stocks near all-time highs, everyone’s asking: how much longer can this last? This article takes a closer look and the data might surprise you.

With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

05/14/2026

🔎 Navigating Financial Complexity 🔎
Invest with retirement in mind. With so much information out there, knowing the right financial move can feel overwhelming. Our team at The Perry Group is here to provide expert insights and strategies that make sense for your goals. Because your future deserves the best plan. Make today's decisions work for the life you want later.

☎️ 270.467.9664
🖥️ https://perrygroup.bairdwealth.com/

05/14/2026

Our branch volunteered at the The Salvation Army Bowling Green this week, and it was such a fun experience. We grilled hot dogs and burgers, served lunch to the community, and had games set up - overall, it was a great time for everyone!

05/13/2026

This Mother’s Day, we tried something a little different by hosting an office-wide diaper drive for the Center for Pregnancy. A few of us from our branch delivered the collection yesterday and it meant so much to see how appreciative everyone was. We’re grateful for the opportunity to support such an important cause!