Managing Director | Private Wealth Management | Robert W. Baird & Co.
Neil E. Grant brings more than 30 years of experience in financial services to his role as Managing Director at Baird’s Dallas Private Wealth Management office, which he joined in 2011. Throughout his career, Neil has been committed to delivering personalized, comprehensive financial solutions that align with his clients’ long-term goals and risk tolerance. His practice is built on a guiding principle:
“I want to be the last financial advisor they hire.”
Neil specializes in Multigenerational Family Life Event Planning, helping families navigate the financial complexities of major life transitions—such as liquidity events, retirement, real estate transactions, inheritance, and estate settlements. His concierge-style approach ensures that every client relationship is deeply personal, highly customized, and designed to provide clarity and confidence across generations.
Background
Neil’s career began in 1992 at Chase Bank while attending college, followed by an internship with Fidelity Investments. He later served as a Special Agent with Northwestern Mutual Life Insurance Company before spending 14 years at Morgan Stanley in roles including Financial Advisor and Complex Sales Manager. These experiences shaped Neil’s holistic approach to wealth management, blending investment strategy, tax planning, and estate coordination.
Education & Credentials
- Bachelor of Business Administration (Finance) — University of North Texas
- Certificate in Financial Planning — Boston University Center for Professional Education
- CERTIFIED FINANCIAL PLANNER® Certificant — Earned in 2012
- Licenses: FINRA Series 6, 7, 9, 10, 31, 63, 65; Group 1 Life & Health Insurance in Texas and non-residence licensing in 16 States across the Country
Recognition
Neil has been honored as a FIVE STAR Wealth Manager for twelve consecutive years (2014–2025) by FIVE STAR Professional. He has also been named multiple times to Forbes Best-in-State Wealth Advisors, ranking among the top advisors in Texas and the Dallas area:
- 2019: #72 in Texas
- 2021: #103 in Texas
- 2022: #51 in Dallas Area
- 2024: #60 in Dallas Area
- 2025: #94 in Dallas Area
This prestigious recognition is compiled by SHOOK Research and highlights advisors who demonstrate exceptional client service and professional achievement.
Personal
Outside of his professional life, Neil enjoys traveling, spending time outdoors, and is an avid hunter. His most cherished role is being a godfather to three wonderful kids: Stefan, Tate, and Kenzie.
Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. Five Star Professional award winner 2014-2025. Most recently issued on 2/2/25 by Five Star Professional (FSP) for the period 5/15/24 through 11/29/24. F. Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. Forbes/SHOOK Research Best-In-State Wealth Advisor 2019, 2021, 2022, 2024 & 2025. Most recent publication as of 04/08/2025. Rankings based on data as of 06/30/2024.