AeroLeads people directory · profile
Jennifer Baick, Mba, Cfp®, Cdfa® Email & Phone Number
VP, Financial Planning Group
at
Mercer Advisors
1 work email found
@merceradvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
VP, Financial Planning Group
Location
Fairfax, Virginia, United States
Company size
Who is Jennifer Baick, Mba, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jennifer Baick, Mba, Cfp®, Cdfa® is listed as VP, Financial Planning Group at Mercer Advisors, a with 1256 employees, based in Fairfax, Virginia, United States. AeroLeads shows a work email signal at merceradvisors.com and a matched LinkedIn profile for Jennifer Baick, Mba, Cfp®, Cdfa®.
Jennifer Baick, Mba, Cfp®, Cdfa® previously worked as VP, Financial Planning Group, division of Wealth Solutions at Mercer Advisors and Director of Financial Planning at Freestone Capital Management. Jennifer Baick, Mba, Cfp®, Cdfa® holds Mba, Behavioral Finance from University Of California, Los Angeles - The Anderson School Of Management.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Jennifer Baick, Mba, Cfp®, Cdfa®'s masked contact details.
*@merceradvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jennifer Baick, Mba, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Jennifer Baick, Mba, Cfp®, Cdfa®
As a financial planner, my job is not only to help clients invest wisely, but to be knowledgeable about many aspects of financial life. I want to turn all the dials of taxes, fees, estate planning, corporate accounts, retirement plans, and investment options. Investors cannot control the markets, but we focus on the elements that sometimes make an even bigger impact on wealth. A client's wealth is more than just dollars. It embodies years of hard work, tough choices, and sacrifice. I consider it a great privilege to do what I do, and am passionate about making your economic freedom a reality.
Listed skills include Wealth Management, Asset Allocation, Retirement Planning, Investments, and 10 others.
Current workplace
Jennifer Baick, Mba, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
7 roles · 28 years
Jennifer Baick, Mba, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Vp, Financial Planning Group, Division Of Wealth Solutions
CurrentThe Financial Planning Group is a division within Mercer Advisors that develops the deeply comprehensive subject matter expertise supporting advisors in their duty to serve our sophisticated clients. Our group develops high quality standards and processes to ensure quality advice and drive better client outcomes. Financial Planners are provided robust training to develop financial planning fluency and are provided a career path to develop subject matter expertise in specific practice specialties. Our model allows us to provide high-caliber advice personalized to each person’s journey to economic freedom.
Apr 2017 - Present
Director Of Financial Planning
Provided subject matter expertise and support to clients around the many questions and complexities inherent in their financial picture. Coordinated with outside vendors to understand and deliver optimized client solutions spanning insurance, retirement, tax, and estate planning concerns. Analyzed complex one-off client issues including stock awards, employee benefit plans, Social Security/Medicare concerns, debt analysis, and any other issues of personal finance for $10mm+ individuals and families. Issued relevant newsletter and blog content worthy of client's attention.
May 2013 - Apr 2017
Associate Relationship Manager, Wealth Planner
Determine client's wealth management goals and develop a clear and comprehensive game plan of execution. Identify structures and techniques useful in mitigating key issues and challenges faced by affluent families such as estate tax, cash flow analysis, and asset protection. Create financial models to illustrate different alternatives, scenarios and assumptions to evaluate options. Manage client relationships and wealth, including entity structure, cash flow, and philanthropic planning with the objective of reconciling toward the optimal quantitative and qualitative solutions required for the client to achieve their goals.
2008 - 2011
~3 yrs
Manager, Bancassurance Channel, Strategy And Marketing
Provided consulting services to South Korea's largest distributor of Retirement/ Life products. Develped programs to gain market share in new Bank channel distribution through wealth management training, marketing initiatives, and sales force efficiency.
2005 - 2007
~2 yrs
Financial Executive
Provided comprehensive financial planning for over 300 high net worth clients of Citibank in Washington D.C. Trained and managed top performing Financial Center team of 15 to provide integrative solutions through Citigroup/Smith Barney/Travelers platform, including Trust, Bank, Investment Management, and Insurance. Frequent seminar speaker for Law Firm Group, PR firms, Consultants, World Bank, and Kaiser Permanente.
2003 - 2005
~2 yrs
Financial Planner
Top performing Financial Planner advising over 500 mass-affluent families in the Greater Washington DC area. Frequent seminar speaker regarding stock options, and financial planning for women. Prepared and develped customized financial plans encompassing all areas of asset allocation, retirement planning, estate planning, business succession, and insurance.
1999 - 2003
~4 yrs
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 1256 employees →
PG
Patsy Goodrich
Colleague at Mercer AdvisorsAustin, Texas, United States
View →
CH
Cathy H.
Colleague at Mercer AdvisorsUnited States
View →
SA
Sana Alsalman
Colleague at Mercer AdvisorsAtlanta, Georgia, United States
View →
KB
Kirk Bjorn
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
RK
Rouba Khzam, Cpa
Colleague at Mercer AdvisorsLos Angeles Metropolitan Area, United States
View →
MS
Michael Simmons, Cfp®
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
SS
Scott Snider, Cfp®, Ricp®
Colleague at Mercer AdvisorsJacksonville, Florida, United States
View →
PP
Petro Partyka
Colleague at Mercer AdvisorsChicago, Illinois, United States
View →
KM
Kimberly Maxwell
Colleague at Mercer AdvisorsAtlanta, Georgia, United States
View →
ST
Susan Travis, Cfp®, Ctfa, Aep®
Colleague at Mercer AdvisorsHouston, Texas, United States
View →
Patsy Goodrich
Colleague at Mercer AdvisorsAustin, Texas, United States
View →
CH
Cathy H.
Colleague at Mercer AdvisorsUnited States
View →
SA
Sana Alsalman
Colleague at Mercer AdvisorsAtlanta, Georgia, United States
View →
KB
Kirk Bjorn
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
RK
Rouba Khzam, Cpa
Colleague at Mercer AdvisorsLos Angeles Metropolitan Area, United States
View →
MS
Michael Simmons, Cfp®
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
SS
Scott Snider, Cfp®, Ricp®
Colleague at Mercer AdvisorsJacksonville, Florida, United States
View →
PP
Petro Partyka
Colleague at Mercer AdvisorsChicago, Illinois, United States
View →
KM
Kimberly Maxwell
Colleague at Mercer AdvisorsAtlanta, Georgia, United States
View →
ST
Susan Travis, Cfp®, Ctfa, Aep®
Colleague at Mercer AdvisorsHouston, Texas, United States
View →
3 education records
Jennifer Baick, Mba, Cfp®, Cdfa® education
Mba, Behavioral Finance
Financial Planning Certificate
Bs, Government, Education
FAQ
Frequently asked questions about Jennifer Baick, Mba, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Jennifer Baick, Mba, Cfp®, Cdfa® work for?
Jennifer Baick, Mba, Cfp®, Cdfa® works for Mercer Advisors.
What is Jennifer Baick, Mba, Cfp®, Cdfa®'s role at Mercer Advisors?
Jennifer Baick, Mba, Cfp®, Cdfa® is listed as VP, Financial Planning Group at Mercer Advisors.
What is Jennifer Baick, Mba, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Jennifer Baick, Mba, Cfp®, Cdfa® at Mercer Advisors.
Where is Jennifer Baick, Mba, Cfp®, Cdfa® based?
Jennifer Baick, Mba, Cfp®, Cdfa® is based in Fairfax, Virginia, United States while working with Mercer Advisors.
What companies has Jennifer Baick, Mba, Cfp®, Cdfa® worked for?
Jennifer Baick, Mba, Cfp®, Cdfa® has worked for Mercer Advisors, Freestone Capital Management, First Foundation Inc., Samsung Life Insurance, and Citigroup.
Who are Jennifer Baick, Mba, Cfp®, Cdfa®'s colleagues at Mercer Advisors?
Jennifer Baick, Mba, Cfp®, Cdfa®'s colleagues at Mercer Advisors include Patsy Goodrich, Cathy H., Sana Alsalman, Kirk Bjorn, and Rouba Khzam, Cpa.
How can I contact Jennifer Baick, Mba, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Jennifer Baick, Mba, Cfp®, Cdfa® at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Baick, Mba, Cfp®, Cdfa® attend?
Jennifer Baick, Mba, Cfp®, Cdfa® holds Mba, Behavioral Finance from University Of California, Los Angeles - The Anderson School Of Management.
What skills is Jennifer Baick, Mba, Cfp®, Cdfa® known for?
Jennifer Baick, Mba, Cfp®, Cdfa® is listed with skills including Wealth Management, Asset Allocation, Retirement Planning, Investments, Estate Planning, Asset Management, Wealth, and Strategic Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial