Gary Baker Email and Phone Number
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When we meet with our clients to discuss their financial goals and aspirations, many times before the meeting even starts, they share their latest experiences with us: weddings, vacations, graduations, new homes, second homes. We enjoy seeing our clients live the lives they want and these shared events are a reminder of why we do what we do and the importance of it. Our firm always starts our client conversations with one question: What is most important to you? Your answer to that question will become the foundation for your life plan, financial plan and investment plan. It all comes together into an “Undivided Plan.”Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (finra.org)/SIPC (sipc.org). Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Undivided Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Undivided Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. For additional, please contact Kestra IS Compliance Department at 737-443-2582.
Washington University In St. Louis
View- Website:
- undividedwealth.com
- Employees:
- 5
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Adjunct InstructorWashington University In St. LouisSt. Louis, Mo, Us
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President, Managing PartnerUndivided Wealth Management, Llc May 2018 - PresentChesterfield, Missouri, United StatesThe investment industry continues to evolve. It started as a transaction-based model, which evolved into an advice-driven process, also known as financial planning. We are now on the brink of a new evolution in which a client-centered process is dawning that encourages collaboration with clients. Clients are not interested in generic advice or product sales; they are searching for personalized, customized advice that is tied directly to the goals and aspirations for their lives. Our mission is to take the level of service in our industry from “good” to “exceptional”. Simply put, we strive to be a catalyst in the lives of our clients, empowering them to become the best they can be in life and in business. Give us your toughest problem. What have you not been able to accomplish? We believe advisors need to be more than just investment planners or financial planners; we need to be solution providers. -
Adjunct InstructorWashington University In St. Louis Aug 2020 - PresentSt Louis, Missouri, United States
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Founder, Undivided Experience CenterUndivided Experience Center May 2018 - PresentChesterfield, Missouri, United StatesAs you reflect on your life and/or your business, you may begin to wonder what is truly possible. Exceptional people have a vision of “what life could be” for themselves and those around them. And, they are willing to take a step towards it. They possess the ambition, courage and grit to strive for greatness. They know the incredible value of making the right connections with other amazing people for mutual growth. The Undivided Experience Center was created for people just like this. And, let’s be real. Sometimes you may have doubt or feel isolated or misunderstood on your journey. We help individuals unlock their limits and discover their true selves. The Undivided Experience Center provides a path to what you are seeking. Our community lives and works throughout the St. Louis area. Together, we’re creating significant impact in this great city and beyond. -
Managing Director - InvestmentsWells Fargo Advisors Feb 2009 - May 2018Greater St. Louis AreaWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC. -
Vice PresidentMerrill Lynch Feb 2005 - Feb 2009I served as a Wealth Manager to a select group of families across the nation. -
Investment AdvisorMorgan Stanley Dean Witter Sep 1998 - Feb 2005
Gary Baker Skills
Gary Baker Education Details
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Business And Personal Finance
Frequently Asked Questions about Gary Baker
What company does Gary Baker work for?
Gary Baker works for Washington University In St. Louis
What is Gary Baker's role at the current company?
Gary Baker's current role is Adjunct Instructor.
What is Gary Baker's email address?
Gary Baker's email address is ga****@****ors.com
What is Gary Baker's direct phone number?
Gary Baker's direct phone number is +131487*****
What schools did Gary Baker attend?
Gary Baker attended Washington University In St. Louis - Olin Business School, University Of Missouri-Columbia.
What are some of Gary Baker's interests?
Gary Baker has interest in Traveling, Reading, Us History, Tennis, Golf, Collecting Old Finance Books.
What skills is Gary Baker known for?
Gary Baker has skills like Investments, Financial Advisory, Retirement Planning, Asset Allocation, Finance, Retirement, Management, Financial Analysis, Mutual Funds, Team Building, Insurance.
Who are Gary Baker's colleagues?
Gary Baker's colleagues are Kimberly Rubenstein, Cfp®, Grace Bales, Dan Kraus.
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