Edward Jones - Financial Advisor: Lisa Baker, AAMS
Categories
Finance
About Us
After more than two decades in the transportation and logistics industries, I joined Edward Jones as a way to serve people on a more personal level. My core values have always revolved around making a difference for others, and my role as a financial advisor offers the incredible opportunity to make a tangible impact on people's lives and legacy. I have experienced with my own family the benefits of a caring, trusted advisor and the remarkable difference that a one-on-one relationship can make.
All my client relationships begin with a conversation. My initial focus is to gain a personalized understanding of my clients and their goals, needs and values. These conversations eventually lead to financial strategies tailored specifically to their individual lives. My partnership is life-long, and I maintain open and regular communication with my clients to ensure that their strategies not only stay on track, but also adapt as life changes.
I was born and raised in Wayne, Oklahoma, and graduated from Oklahoma State University. While in college, I volunteered and worked with underprivileged children. This experience helped shape my passion for serving others, and I am truly thankful that I now get to pursue that passion as a financial advisor with Edward Jones.
See full bio on their website.
Rep/Contact Info
Edward Jones - Financial Advisor: Lisa Baker, AAMS
Categories
Finance
About Us
After more than two decades in the transportation and logistics industries, I joined Edward Jones as a way to serve people on a more personal level. My core values have always revolved around making a difference for others, and my role as a financial advisor offers the incredible opportunity to make a tangible impact on people's lives and legacy. I have experienced with my own family the benefits of a caring, trusted advisor and the remarkable difference that a one-on-one relationship can make.
All my client relationships begin with a conversation. My initial focus is to gain a personalized understanding of my clients and their goals, needs and values. These conversations eventually lead to financial strategies tailored specifically to their individual lives. My partnership is life-long, and I maintain open and regular communication with my clients to ensure that their strategies not only stay on track, but also adapt as life changes.
I was born and raised in Wayne, Oklahoma, and graduated from Oklahoma State University. While in college, I volunteered and worked with underprivileged children. This experience helped shape my passion for serving others, and I am truly thankful that I now get to pursue that passion as a financial advisor with Edward Jones.
See full bio on their website.
Rep/Contact Info
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