PROFESSIONAL PROFILE
Professional Background:
-Became a Financial Advisor in 1992.
-Vice President, Senior Financial Advisor, and a CFM specializing in providing private money management to high net worth clients.
-Manages 401Ks and retirement plans for many dentists, doctors, and businessmen.
-Holds a B.B.A. in marketing and business management from Georgia Southern University.
-Has obtained the Certified Investment Management Associate ® degree through the Wharton School of Business and is required to complete over 40 hours of continual education training per year.
Community Background:
-Two-term President of the Bellevue Exchange Club.
-Serves on the Advisor Board for the Exchange Club Family Center for the prevention of child abuse.
-Served three, three-year terms as President of his former home owners association.
-His family has volunteered extensively for the Cystic Fibrosis Foundation.
-Gary and his wife Laura have three children: twin sons Andy & Chad and their daughter Ashley.
Investment Philosophy:
Our team pursues better returns through proper asset allocation. Once a client and my team have decided on the proper mix of stocks, bonds, and cash, we actively manage your assets. Historically speaking, we have increased returns by finding the right mix of growth vs. value; large, mid, or small stocks; and international. We strive to beat the S&P 500 index through utilizing Merrill Lynch's award winning research department.
Gary Baker can be reached via email at Gary_D_Baker@ML.com or 615-747-5649 or 800-937-0236.