Scott Baker
Senior Vice President Financial Advisor at Rbc Wealth Management
Based in Fort Collins, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Fort Collins
Industry
Financial Services
Company size
8.3K
Contact information
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s•••••••@rbcwealthmanagement.com
Phone
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Background
About Scott Baker
As a Financial Advisor for the Northern Colorado Wealth Management Group in Fort Collins, CO, I've spent my entire career learning about the investment landscape. My areas of expertise include asset allocation, fixed income and alternative investments. Using my experience and knowledge I work to find the right strategy for each of my client's individual needs. I consider this process to be a collaborative effort in which listening is a key factor; listening to know my clients, listening to help clients develop and articulate their goals, and listening to help clients work toward and meet their objectives with customized solutions.I am a two-time graduate of Colorado State University with a BS in Natural Resources Conservation Education and a MBA. In 2003 I completed the IMCA Certified Investment Management Analyst ® program with the Wharton School at the University of Pennsylvania. I hold various securities licenses, including Series 7, 63, 66 and 9/10, consistent with representative and supervisory roles.Now serving my third term as an elected director of the East Larimer County Water District, I've held past board positions with the American Cancer Society, Crossroads Safe House and The Northern Colorado Chapter of the American Red Cross.My wife Nancy is a retired member of the Northern Colorado Wealth Management Group, and we live in Fort Collins.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
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