Glenn Baker represents our affiliate, the Raymond James Insurance Group (RJIG) in St. Petersburg, as Wealth Transfer and Estate Planning Specialist for the state of Florida.
With over 29 years experience in insurance and financial services, Glenn is available to assist you in all facets of your practice and clients’ insurance needs. Meeting client goals and objectives in estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning are areas of specialization.
Glenn works with financial advisors, their clients and families along with other trusted advisors, including attorneys, CPAs and trustees. Glenn and his team will provide turn-key service beginning with planning ideas, client and other advisor consultation and case design. At this point the final presentation and recommendations are made to the client and the case management process begins. Case management includes securing the best possible coverage from highly rated insurance carriers. Applications and other supporting documents are included in Glenn’s overall process.
Professional designations and affiliations include: Life and health insurance and variable annuity licenses, Series 7, 65 and Series 24 Registered Principal. Glenn has achieved the CRPS designation as Chartered Retirement Plan Specialist.
A trusted resource aligned as your strategic partner for success.