Gary Baker Email & Phone Number

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.

Listed skills include Investments, Financial Advisory, Retirement Planning, Asset Allocation, and 7 others.