Brett Baker, Cpfa™

Brett Baker, Cpfa™ Email and Phone Number

Client Acquisition Advisor @ Stearns Retirement Group
Braselton, GA, US
Brett Baker, Cpfa™'s Location
Florence, Alabama, United States, United States
Brett Baker, Cpfa™'s Contact Details

Brett Baker, Cpfa™ work email

Brett Baker, Cpfa™ personal email

n/a
About Brett Baker, Cpfa™

I am a Financial Advisor at Merrill Lynch Wealth Management with the Hamm Group headquartered in Florence, Alabama. Our team offers customized advice and guidance and prepares personalized wealth management strategies and services to all demographics by aligning risk tolerances to help clients achieve their financial goals and priorities. We believe in aiding our clients to a financially stress free future and work optional retirement. I am a Certified Plan Fiduciary Advisor® designee through NAPA, this allows me to service and advise on 401(k) plans. I received my Bachelors of Business Administration majoring in Finance from the College of Business at the University of North Alabama. While attending North Alabama, I was a four-year student athlete where I played baseball. I was awarded Gulf South Conference All-Academic Team two years in a row and Atlantic Sun Conference All-Academic Team my final year.

Brett Baker, Cpfa™'s Current Company Details
Stearns Retirement Group

Stearns Retirement Group

View
Client Acquisition Advisor
Braselton, GA, US
Employees:
10
Brett Baker, Cpfa™ Work Experience Details
  • Stearns Retirement Group
    Client Acquisition Advisor
    Stearns Retirement Group
    Braselton, Ga, Us
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jun 2019 - Present

Brett Baker, Cpfa™ Skills

Hard Worker Teamwork Customer Service Hands On Training Organizational Leadership Microsoft Office Microsoft Excel Public Speaking

Brett Baker, Cpfa™ Education Details

Frequently Asked Questions about Brett Baker, Cpfa™

What company does Brett Baker, Cpfa™ work for?

Brett Baker, Cpfa™ works for Stearns Retirement Group

What is Brett Baker, Cpfa™'s role at the current company?

Brett Baker, Cpfa™'s current role is Client Acquisition Advisor.

What is Brett Baker, Cpfa™'s email address?

Brett Baker, Cpfa™'s email address is brett_baker@ml.com

What schools did Brett Baker, Cpfa™ attend?

Brett Baker, Cpfa™ attended University Of North Alabama.

What skills is Brett Baker, Cpfa™ known for?

Brett Baker, Cpfa™ has skills like Hard Worker, Teamwork, Customer Service, Hands On Training, Organizational Leadership, Microsoft Office, Microsoft Excel, Public Speaking.

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