Wealth & Trust Advisor

As a member of the DS Baker Advisors team, the primary role of the Wealth and Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. The Advisor will participate in and may lead an extensive fact gathering process to understand all pertinent client information, financial goals, and their unique investment risk profile.

This information will then be used to select, deliver, and manage appropriate products and solutions to meet the investment objectives of the client. The Advisor will retain all clients with a team approach to service.