Chip Alario is a Senior Vice President of Private Wealth Management with Baird. He has over 30 years of wealth management experience and have been with Baird since 2012.
By putting his clients first and sincerely caring about their well-being, Chip has developed a successful practice serving the needs of high-net worth individuals and families. He takes pride that many of his clients have worked with him for over three decades including families whom he has assisted for multiple generations.
Chip concentrates on risk and customized portfolio investment management as well as tax, estate, and financial planning strategies. Chip serves his clients from around the country out of the Baird Siesta Key office. To better provide holistic advice, Chip collaborates with his client’s accountants and attorneys as well as Baird-based experts to achieve the best possible outcome for each individual situation, no matter how complex.
Experience and Education
Chip began his career as a Financial Advisor in 1993 at Prudential Securities. He later moved to A.G. Edwards before joining Baird in 2012. He combines his experience, portfolio management, and philosophy along with financial and estate planning resources of Baird to help his clients obtain their financial goals.
Chip currently holds the Series 7, Series 65, Series 63 securities licenses, and insurances licenses in more than 27 states.
Chip graduated from the University of North Carolina where he played for the baseball team and earned his Bachelor of Arts degree.
Family and Community
Chip has lived in Sarasota since 1970. Chip and his wife Robin have been married for over 28 years and have two children, Savannah, and Charley.
Chip enjoys fishing, outdoor activities, and numerous sporting and social events. He’s been active in coaching with Sarasota Little League and supporting Sarasota Crew as well as being a past member of Sarasota Kiwanis Club.