Dawn Baker is the co-founder and chief operating officer (COO) of Baker Wealth Management in Charlotte, North Carolina. She’s been serving clients since 1998 and has helped lead Baker Financial Group as a branch manager since 2000. As a business graduate of UNC-Chapel Hill, Dawn entered the industry after realizing she wanted to help people build a better financial future. Her desire to understand and solve problems makes her a formidable advocate for clients. Outside of work, Dawn is a civic volunteer and active in her daughter’s school. She’s an outdoor enthusiast who enjoys yoga, running, swimming, traveling, and spending time with family.
Baker Wealth Management provides value-based consulting and guidance in financial planning, investing, cash flow management, college savings, real estate, insurance (risk management), taxes, retirement, and estate planning. The firm serves over 20 financial professionals with over 250 years of combined financial planning experience. https://www.bakerwealthmanagement.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Baker Wealth Management and Cambridge are not affiliated.