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Matt Garrigan
Financial Advisor at Baird
Professional Background
Matt Garrigan is a seasoned Financial Advisor at Robert W. Baird & Co., where he has been making a difference in the financial lives of clients since August 2011. With over a decade of prior experience as an independent floor trader and member of the Chicago Board of Trade, Matt transitioned into Private Wealth Management fueled by his passion for providing sound financial advice. His motivation to become an advisor arose from his own enriching experiences in seeking guidance, which he hopes to replicate for his own clients.
At Robert W. Baird & Co., Matt leads a dedicated team focused on offering comprehensive wealth management solutions tailored to individuals, families, and businesses. Their approach centers on understanding each client's unique financial landscape, helping to ensure that clients feel supported and informed throughout their wealth management journey. This commitment to client-centric service landscape sets Matt and his team apart in the industry.
Education and Achievements
Matt Garrigan holds a Bachelor of Arts degree in Economics and English, graduating Magna Cum Laude from Denison University. His educational foundation has equipped him with a rich blend of analytical proficiency and communication skills, which are instrumental in his career as a financial advisor.
In addition to his academic accomplishments, Matt has significantly impacted the financial services industry through his previous roles. Before joining Robert W. Baird & Co., he served as the Managing Member at Osborne Investments, LLC, and a Financial Advisor at UBS Wealth Management. His expertise was further honed during his time on the trading floor of the Chicago Board of Trade (CBOT), where he gained practical experience in financial markets and trading dynamics. Among his notable achievements, he has been a proud shareholder at Baird since 2014, exemplifying his belief in the company's mission and values.
Client-Focused Approach and Services
Matt's services are distinguished by a high degree of personalization and dedication. His process begins with a detailed Discovery Process, affording clients the opportunity to express their financial goals and challenges. Matt ensures that clients are not navigating their financial futures alone by providing access to his Expert Network—comprising both internal professionals and external specialists—thus ensuring well-rounded advice that encompasses a variety of expertise.
His commitment to creating tailored financial plans begins with a thorough risk assessment and analysis, allowing clients to understand their risk tolerance alongside their investment strategy. What truly defines Matt's practice is his dedication to client service. He sets high service standards and continuously works towards not only meeting but exceeding them, ensuring client satisfaction and loyalty.
Community Impact and Professional Affiliations
Beyond his professional life, Matt Garrigan is an active member of his community and professional organizations. His background reflects a strong commitment to helping clients achieve their financial aspirations while empowering them through education and engagement. The holistic approach he adopts is centered on building lasting relationships, which he considers essential for long-term success in wealth management.
By being an integral part of Robert W. Baird & Co., a privately-owned firm frequently recognized as one of the best places to work within the industry, Matt has access to a plethora of resources and support that bolster his capabilities as a financial advisor. This ensures that his clients receive premier service and optimal financial solutions. His experience and academic background equip him to navigate the complexities of wealth management effectively, making him a valuable asset to his clients as they strive to realize their financial goals.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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