Shelly Baker Email & Phone Number
Wealth Strategist @ Waddell & Associates
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Shelly Baker Location
- Memphis, TN, US
Shelly Baker Work
- Wealth Strategist @ (April 2022 - Present)
- Financial Consultant @ (June 2019 - March 2021)
- Financial Strategist @ (October 2017 - June 2019)
- Senior Client Associate @ (July 2016 - August 2017)
- Assistant Vice President - Private Wealth Management @ (September 2014 - July 2016)
- Portfolio Manager @ (July 2009 - August 2014)
- Senior Associate Advisor @ (June 2004 - December 2008)
- First Vice President - NASDAQ Principal Trader @ Morgan Keegan & Company (October 1991 - May 2004)
Shelly Baker Education
- Cannon Financial Institute
Trust certification (Trust School I, II, and III)
2010-2010 - College for Financial Planning
CERTIFIED FINANCIAL PLANNERâ„¢ Certification Program (Financial Planning and Services)
2005-2006 - The University of Memphis
Bachelor of Business Administration (BBA) (Finance, General)
1987-1991
Shelly Baker Skills
- Portfolio Management
- Finance
- Financial Services
- Strategic Financial Planning
- Management
- 401k
- Certified Financial Planner
- Graduated from Institute for Divorce Financial Analysts earning the CDFA.
- Wealth Management
- High Net Worth Individuals
- Retirement Planning
- Financial Goals
- Wealth Management Services
- Wealth
- Retirement
- Financial Planners
- Separately Managed Accounts
- Funding
- Pensions
- Estate Planning
- Trusts
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. With a robust skill set that includes Portfolio Management, Finance, Financial Services, Strategic Financial Planning, Management and more. Shelly Baker has 3 emails and 1 mobile phone numbers on RocketReach.
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