Dee Bingham has over 34 years of experience in the financial services industry, the vast majority of which she has served the unique needs of high-net-worth families and individuals. Before joining Baird, Dee had worked in trust and fiduciary advising at one of the nation’s largest fiduciary wealth management institutions.
With her profound knowledge of trusts and estate planning, she works exclusively with high-net worth families and individuals to tailor and develop financial strategies that enhance clients’ financial lives. Over the past three decades, she has assisted clients and their families through a multitude of transitions and life events, such as planning for retirement, estate and succession planning, cash flow analysis, charitable gifting strategies, the death of a loved one, and “next generation” financial mentorship. With the expertise of the HBGW team, she supports clients, their attorneys, CPAs, and insurance professionals in the implementation and maintenance of wealth strategies. Dee is able to provide piece of mind to clients and takes great pride in being a trusted and valued partner to the families and individuals she serves.
Dee is a graduate of the University of South Carolina and Cannon Financial Institute Trust Management School. She has held the Certified Trust and Fiduciary Advisor (CTFA) designation since 2005. Dee and her husband Ray have been residents of Greenville for over 24 years and have 2 adult children. She loves spending time with her family traveling, playing golf and attending sporting events. She is active in her community having served on the Greenville Estate Planning Council board, Go Red for Women executive leadership team, American Heart Association Heart Ball, Juvenile Diabetes Research Foundation and Monday after Masters Pro Am.