Baker Wealth Management Employee Directory

Baker Wealth Management corporate office is located in 10955 Winds Crossing Dr Ste 100, Charlotte, North Carolina, 28273, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Baker Wealth Management

Dawn Baker
Co-founder & Chief Operating Officer
PhoneEmail
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Baker Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Baker Wealth Management

Hundreds of professionals searching for Baker Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JB
James Baker
Email Direct
Owner, Certified Financial Planner, ChFC, Financial Advisor
United States , North Carolina , Charlotte

MK
Matthew Kocsis
Email Direct
Manager, Wealth
United States , North Carolina , Charlotte

JC
Jolene Conderman
Email Direct
Director, Operations
United States , North Carolina , Charlotte

Dawn Baker
Email Direct
Co-founder & Chief Operating Officer
United States , North Carolina , Charlotte

RC
Robert Carper
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

CB
Charles Baker
Email Direct
Financial Consultant
United States , North Carolina , Charlotte

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Frequently Asked Questions Regarding Baker Wealth Management Employees

How many employees does Baker Wealth Management have?

Baker Wealth Management has 11-50 employees

Who are Baker Wealth Management key employees?

Some of Baker Wealth Management key employees are Dawn Baker

Where is Baker Wealth Management located?

Baker Wealth Management’s headquarters are located at 10955 Winds Crossing Dr Ste 100, Charlotte, North Carolina, 28273, United States

How do I contact Baker Wealth Management?

Baker Wealth Management Contact Info: Phone number: (704) 587-9596 Website: www.bakerwealthmanagement.com

What does Baker Wealth Management do?

BWM Team is a financial services firm that offers a comprehensive range of services including wealth planning, investment management, estate planning, and insurance and risk management. They focus on building long-term relationships with clients by prioritizing their goals and aspirations rather than product sales. The firm emphasizes independence,... Read More

Is Baker Wealth Management a public company?

Baker Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Baker Wealth Management Employees