Marie Baker,
CFP®, AAMS®
President, Baker Wealth Advisors
Wealth Manager, RJFS
Marie (she/her) helps simplify the complexities of investing so clients can feel more confident and in control of their financial lives. She partners closely with individuals and families to understand their goals, values, and unique circumstances, then develops personalized strategies designed to support both financial well-being and meaningful impact.
Guided by the belief that knowledge is power, Marie prioritizes clear, approachable education so clients can make informed decisions. She also recognizes that no two lives are alike, tailoring each plan to reflect the nuances of her clients’ families, careers, and long-term goals.
Marie specializes in retirement planning, estate and legacy strategies, tax efficient investing, and financial planning related to widows and divorce. She has worked in the financial services industry since 2013 and holds both the Certified Financial Planner® and Accredited Asset Management Specialist℠ designations.
Originally from Fort Wayne, Indiana, Marie earned her degrees from Indiana University and the University of North Carolina at Chapel Hill. She is actively involved in her community through organizations including the LGBTQ+ Center of Durham, the Durham YMCA, the YMCA of the Triangle, and the Rotary Club of Downtown Durham.
Outside of work, Marie enjoys staying active and spending time with her three children. She coaches her daughter’s club basketball team and spends her free time outdoors—whether hiking, at the beach, or enjoying local live music. She also enjoys cooking, traveling, and spending time with friends and family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
