Whether you want to work toward a financially secure retirement or grow and preserve your wealth, investing is all about getting from where you are to where you want to be. And that’s exactly what Paul Baker strives to help his clients do.

Paul's extensive knowledge of investments, retirement and estate planning strategies, and the financial markets allows him to assist his clients when they face important financial decisions. One of the benefits of working with Paul is his ability to provide clear, easily understood analysis of financial and investment alternatives. He works to help each person become confident in assessing his or her financial goals and participating in the financial management process.

Paul believes his integrity and ethics are differentiating qualities as a wealth advisor in today's financial services industry. He considers them the cornerstone of the Baker Private Wealth Management Group of Wells Fargo Advisors' success.

A veteran of the financial services industry, Paul began his career as a wealth advisor at Morgan Stanley in 1987. In 2005, he moved to Wachovia Securities – now Wells Fargo Advisors – where he is a Managing Director – Investment Officer.

In 1985, Paul graduated magna cum laude from Drexel University in Philadelphia with a Bachelor of Science degree in commerce and engineering sciences. He earned the CERTIFIED FINANCIAL PLANNERTM certification at The American College in Bryn Mawr, Pennsylvania, in 2004. He holds FINRA Series 7, Series 63 and Series 65 securities registrations. He is also life insurance licensed. Paul holds CA License #0B63185.





Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. CA Insurance License Number: 0B63185. Resident State PA

Amy oversees business development for the Baker Private Wealth Management Group. She creates and manages all educational seminars, prospective client communication, and group marketing material. Amy works closely with the team to integrate the group’s clients into the Baker Private Wealth Management client family.

Amy began her career as a financial advisor with Morgan Stanley in 2000. In 2005, she joined Wachovia Securities – now Wells Fargo Advisors – as a Financial Consultant. Amy earned the CERTIFIED FINANCIAL PLANNER^® certification from the American College in 2004, demonstrating her knowledge and commitment to providing quality advice. Amy graduated magna cum laude with a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee in 1993. In addition to her CFP^® certification, Amy holds FINRA Series 7 and 63 registrations. She is also life insurance licensed.

Kristin Jones specializes in analyzing client retirement resources and requirements for the Baker Private Wealth Management Group of Wells Fargo Advisors.  In addition, Kristin develops our portfolio asset allocation models.  Her attention to detail and ability to find solutions to difficult questions make Kristin a valuable member of the team.  Kristin's responsibilities include:

• Securities Research and Screening

• Client Envision® Analysis

• Liability and Insurance Analysis

• Client Reporting

• New Portfolio Development

Kristin has been working in the financial services industry since 1997. She holds Series 7 and 63 registrations. Kristin holds the Chartered Retirement Planning CounselorSM designation.  Kristin earned an Associate of the Arts degree from New York University and a Bachelor of the Arts degree from Temple University.

As a Senior Registered Client Associate with the Baker Private Wealth Management Group, Elena works diligently to provide and maintain the positive experience our clients have come to expect.  Among her responsibilities are:

• Trade Execution

• Cost Basis and Tax Reporting Support

• Corporate Actions Support

• Liability Management

• 529 Plans

• Compliance Requirements Handling

• Marketing Activities

Elena has been working in the financial services industry since 2006.  She earned a Bachelor of Business Administration degree from Sofia University, Bulgaria.  Elena holds Series 7 and 66 registrations as well as PA Life, Accident and Health Insurance license.

Wells Fargo Advisors is not a legal or tax advisor. CA Insurance License Number: 4021444. Resident State PA