Bob Baker is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Orlando, Florida.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses in the Private Wealth division, Bob uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.
His goal is to help those he serves focus on the things that matter most to them. Bob and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Blue Trust in 1992, Bob worked as the executive director for Christian Conciliation Services of Central Florida Inc., where he managed the not-for-profit organization dedicated to resolving legal conflicts through mediation.
Bob earned his BS in business administration from the University of Central Florida in 1977.
For more than 30 years, Bob has been an active member of his local church. Bob and his wife, Gloria, currently reside in Oakland, a suburb of Orlando, Florida.
