Shelly Baker Email & Phone Number

Wealth Strategist @ Waddell & Associates

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Shelly Baker Location

Memphis, TN, US

Shelly Baker Work

2022 - now Wealth Strategist @ Waddell & Associates
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2019 - 2021 Financial Consultant @ Fidelity Investments
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2017 - 2019 Financial Strategist @ Financial Planning Consultant

2016 - 2017 Senior Client Associate @ Raymond James Ltd.
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2014 - 2016 Assistant Vice President - Private Wealth Management @ SunTrust
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2009 - 2014 Portfolio Manager @ Legacy Wealth Management Group Inc.
2004 - 2008 Senior Associate Advisor @ Waddell & Associates
1991 - 2004 First Vice President - NASDAQ Principal Trader @ Morgan Keegan & Company

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Shelly Baker Education

Cannon Financial Institute
Trust certification (Trust School I, II, and III)
2010 - 2010
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Program (Financial Planning and Services)
2005 - 2006
The University of Memphis
Bachelor of Business Administration (BBA) (Finance, General)
1987 - 1991

Shelly Baker Summary

Shelly Baker, based in Memphis, TN, US, is currently a Wealth Strategist at Waddell & Associates. Shelly Baker brings experience from previous roles at Fidelity Investments, Financial Planning Consultant, Raymond James and SunTrust. Shelly Baker holds a 2010 - 2010 Trust certification in Trust School I, II, and III @ Cannon Financial Institute. Shelly Baker has 3 emails and 1 mobile phone numbers on RocketReach.

Shelly Baker Emails

Found 3 emails

Shelly Baker Phone Numbers

Found 4 phone numbers

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