Bob Baker

Bob Baker

CFP®
Sr. Private Wealth Advisor, Partner
Orlando, FL
bob.baker@bluetrust.com
(407) 618-8600

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.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
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