Jennifer Baick, Mba, Cfp®, Cdfa®
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Jennifer Baick, Mba, Cfp®, Cdfa® Email & Phone Number

VP, Financial Planning Group at Mercer Advisors
Location: Fairfax, Virginia, United States 7 work roles 3 schools
1 work email found @merceradvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@merceradvisors.com
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Current company
Mercer Advisors
Role
VP, Financial Planning Group
Location
Fairfax, Virginia, United States
Company size
1256 employees

Who is Jennifer Baick, Mba, Cfp®, Cdfa®? Overview

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Quick answer

Jennifer Baick, Mba, Cfp®, Cdfa® is listed as VP, Financial Planning Group at Mercer Advisors, a company 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.

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Email format at Mercer Advisors

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*@merceradvisors.com
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AeroLeads found 1 current-domain work email signal for Jennifer Baick, Mba, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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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

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Mercer Advisors
Mercer Advisors
VP, Financial Planning Group
Fairfax, VA, US
Website
merceradvisors.com
Employees
1256
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Company profile
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7 roles · 27 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

Current
Mercer Advisors

Vienna, Virginia, United States

The 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.

Apr 2017 - Present

Director Of Financial Planning

Freestone Capital Management

Greater Seattle Area

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.

May 2013 - Apr 2017

Associate Relationship Manager, Wealth Planner

First Foundation Inc.

Irvine, CA

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.

2008 - 2011 ~3 yrs

Manager, Bancassurance Channel, Strategy And Marketing

Samsung Life Insurance

Seoul, Korea

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

Citigroup

Washington D.C. Metro Area

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.

2003 - 2005 ~2 yrs

Financial Planner

Prudential Financial

Washington D.C. Metro Area

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 →

JD Jerrod Dawson, Cfa Jerrod Dawson, Cfa Colleague at Mercer Advisors Plano, Texas, United States, United States View → IA Ian Aguilar, Cfp®, Mba Ian Aguilar, Cfp®, Mba Colleague at Mercer Advisors Ponte Vedra Beach, Florida, United States, United States View → KS Keenan Stout, Cfp® Keenan Stout, Cfp® Colleague at Mercer Advisors Mclean, Virginia, United States, United States View → KD Kara Dorothy Kara Dorothy Colleague at Mercer Advisors United States, United States View → MH Mary Hamshou Mary Hamshou Colleague at Mercer Advisors Bellevue, Washington, United States, United States View → PS Pati Santos Pati Santos Colleague at Mercer Advisors Pittsburgh, Pennsylvania, United States, United States View → JD Joseph Daigle Joseph Daigle Colleague at Mercer Advisors Newark, Delaware, United States, United States View → HH Hisham Haddad Hisham Haddad Colleague at Mercer Advisors Washington, District Of Columbia, United States, United States View → AA Andrea Aranguiz Andrea Aranguiz Colleague at Mercer Advisors Monument, Colorado, United States, United States View → CP Cherice Peoples Cherice Peoples Colleague at Mercer Advisors Scottsdale, Arizona, United States, United States View →
3 education records

Jennifer Baick, Mba, Cfp®, Cdfa® 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 Jerrod Dawson, Cfa, Ian Aguilar, Cfp®, Mba, Keenan Stout, Cfp®, Kara Dorothy, and Mary Hamshou.

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.

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