Justin Baker
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management | Powell, Ohio, United States
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Justin Baker, a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, brings a wealth of expertise and a client-centric approach to his role. With a strong foundation in business and a passion for serving others, Justin has transitioned from a successful career in sports management to the financial services sector, where he leverages his skills to help clients navigate the complexities of wealth management. His Certified Plan Fiduciary Advisor® (CPFA®) designation underscores his commitment to providing fiduciary-level service, particularly to business owners looking to optimize their retirement plans.
At Merrill Lynch, Justin is deeply engaged in customized wealth planning, focusing on retirement plan analysis tailored specifically for business owners. He understands the unique challenges they face and works diligently to create corporate retirement plans that align with their long-term goals. By employing goals-based planning strategies, Justin helps clients visualize their financial futures, enabling them to prepare for both anticipated and unforeseen circumstances. His ability to help clients "see around corners" is a hallmark of his service, ensuring that they are not only prepared for the expected but also resilient in the face of potential challenges.
Justin’s dedication to exceptional service fosters strong, lasting relationships with his clients, as he prioritizes their needs and aspirations. As he continues to cultivate these relationships, Justin remains committed to empowering his clients with the knowledge and tools necessary to achieve financial security and peace of mind, making him a trusted partner in their wealth management journey.
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management in June 2014 to Present
Regional Manager at Sequoia Golf LLC in March 2013 to May 2014
General Manager at Canongate Golf in September 2010 to February 2013
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Customized Wealth Planning
Retirement Plan Analysis for Business Owners
Goals Based Planning
Corporate Retirement Plans
Customized Retirement Planning
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What is Justin Baker email address?
Email Justin Baker at [email protected]. This email is the most updated Justin Baker email found in 2026.
How to contact Justin Baker?
To contact Justin Baker send an email to [email protected]. (updated on October 30, 2024)
What company does Justin Baker work for?
Justin Baker works for Merrill Lynch Wealth Management
What is Justin Baker's role at Merrill Lynch Wealth Management?
Justin Baker is Senior Financial Advisor, Senior Vice President
What is Justin Baker's Phone Number?
Justin Baker's phone (216) ***-*117
What industry does Justin Baker work in?
Justin Baker works in the Financial Services industry.
Justin Baker Email Addresses
Justin Baker Phone Numbers
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