Gregory J. Baker, Jr., CFP®

VP - Financial Consultant

+1 727-202-3415

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate, Financial Consultant, Charles Schwab, 2018-2019
  • Advisory Counselor, T. Rowe Price, 2017-2018
  • Workplace Financial Consultant, T. Rowe Price, 2014-2017
  • Investment Specialist, T. Rowe Price, 2013-2014
  • Participant Service Center Specialist, T. Rowe Price, 2012-2013

Education

  • B.S., Finance, University of South Florida

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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