Baker Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Baker Wealth Management is a group of independent advisors working towards making your dreams a reality. We believe that each client is unique bringing with them their own unique set of financial situations. Because of this, the ‘one size fits all’ portfolio style approach is avoided. Instead, we respect and value the client’s individuality and customize their portfolio that reflects their needs. Integrity, professionalism and communication are the pillars of our organization. We are an life solutions financial planning and comprehensive wealth management firm. Any advice is given with no allegiance to any particular financial product or fund family. Our sole commitment is to our clients to whom we strive to earn and maintain their trust and respect.

Capacity Disclosure
 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Baker Wealth Management and Cambridge are not affiliated.

State Disclosure
 This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KY, LA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

Find Baker Wealth Management employees' phone numbers or email addresses

Baker Wealth Management Global Highlights

North America
20

United States Of America
18
Canada
2

Baker Wealth Management's Leadership

J. B.
Owner, Certified Financial Planner , Chfc, Financial Advisor
Mobile Phone
Email
J. W.
Client Relationship Manager
Mobile Phone
Email
J. S.
Office Manager
Mobile Phone
Email
B. B.
Financial Advisor
Mobile Phone
Email
G. O.
Associate
Mobile Phone
Email
J. M. P.
Investment Advisor Representative
Mobile Phone
Email
M. K.
Financial Advisor
Mobile Phone
Email
M. J.
Financial Planner
Mobile Phone
Email

Contact profiles from Baker Wealth Management

Name

Title

Contact Info

Location

Last Update

T. H.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jan 29, 2024

Frequently Asked Questions

What is Baker Wealth Management known for?

Baker Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 10955 Wind's Crossing Drive Ste. 100 Charlotte, North Carolina 28273 US; you can contact the main corporate office by phone at

+1-704-587-****

. Explore Baker Wealth Management's company overview page for more information.

What is Baker Wealth Management's most common email format?

Baker Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baker Wealth Management email formats with LeadIQ.

How many employees does Baker Wealth Management have currently?

Baker Wealth Management has approximately 11 employees as of March 2020. These team members are located across 1 continents, including North America.

Who are Baker Wealth Management's key employees and leadership?

As of March 2020, Baker Wealth Management's key employees include:

Owner, Certified Financial Planner , Chfc, Financial Advisor: J. B.
Client Relationship Manager: J. W.
Office Manager: J. S.
Financial Advisor: B. B.
Associate: G. O.

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