Jack Baker

Jack Baker
Legal Wealth Advisor Associate Truist Bank

1445 New York Ave NW

Washington, DC 20005

jack.baker@truist.com

Phone 202-879-6009

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About me

Background

Jack Baker is a Legal Wealth Advisor Associate with Truist Bank. In his role, Jack partners with senior advisors to support affluent clients and their families, leveraging a collaborative team approach to deliver tailored solutions across banking, strategic credit, investments, insurance, and trust and estate planning.

He is passionate about helping clients build a strong financial foundation and by contributing to the development of customized, comprehensive plans that serve as roadmaps toward achieving long-term goals and relief from financial stress.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA Finance
University of Georgia 2020 2024
Certificate in Personal & Organizational Leadership
Institute of Leadership Advancement - UGA's Terry College of Business 2024

Personal Interests

Jack follows economics, financial planning, and the markets. He enjoys keeping up with world events, political discourse, and reading books on human interaction. In his free time, Jack loves hiking, spending time with friends, volunteering through his church, and deepening his football knowledge. He plans to get back into coaching middle school football one day like he did in college.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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