Shane Baker
Financial Advisor
As a dedicated financial advisor with Merrill, I am committed to helping individuals and businesses achieve their financial goals. I focus on personalized financial planning, portfolio strategies, and wealth management, tailored to meet the unique needs of each client. My approach combines thorough market analysis, a deep understanding of financial instruments, and a client-first mentality to provide comprehensive strategies. Whether you’re planning for retirement, saving for a child’s education, or looking to optimize your investment portfolio, I am here to guide you every step of the way. My goal is to build long-term relationships based on trust, transparency, and a shared commitment to financial success. Let’s work together to secure your financial future.
My primary responsibilities are to his clients. Every clients' needs, goals and priorities are different and we use an overall planning approach combined with customized strategies to address the needs of every client and their families. My duties include investment planning, retirement planning, risk management, estate planning services and wealth management.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
