Group Glenn Baker serves as a Wealth Transfer and Estate Planning Specialist.
With over 25 years experience in insurance and financial services, Glenn specializes in estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning.
Glenn works closely with our families along with other trusted advisors, including attorneys, CPAs and trustees, beginning with planning ideas, and other advisor consultation and case design.
Professional designations and affiliations include: Life and health insurance and variable annuity licenses, Series 7 and Series 24.
Since Glenn travels so extensively, hanging around the home with family and grilling out is a favorite pastime for him.
Jason graduated from Florida State University with a Bachelor degree in Business, and earned his Master’s in Finance from the University of Tampa. Jason joined Raymond James Bank in 2015, but has been helping people find suitable and affordable borrowing solutions and cash management options for more than 10 years.
As a banking consultant with Raymond James Bank, he puts all that knowledge and experience to work for individual investors like you. He will work closely with you and your advisor to assess your financing and cash needs and how you can leverage your current financial situation to secure the best solution for you.
That’s why we partner with professionals from Raymond James Trust to help with your estate and charitable planning needs. Raymond James Trust, a wholly owned subsidiary of Raymond James, is comprised of attorneys, CPAs and trust experts with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.
