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Management Team |
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David L. Baker In October of 2004, Mr. Baker founded Legacy Investment Partners, LLC and brought together a team of advisors to develop a comprehensive, multigenerational approach to wealth planning. Mr. Baker started his career as a Registered Representative for George K. Baum & Company. In 2000, he accepted the position of Senior Vice-President Investment Officer for First Union Securities. Following a merger with Wachovia, Mr. Baker was retained as Senior Vice-President for Wachovia Securities. He has represented individuals and families with a comprehensive and collaborative approach that includes a review of the client's investment, estate, insurance and philanthropic goals. This unique CFO approach has made Mr. Baker a prominent figure in the investment management industry. |
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