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Glenn Baker represents the Raymond James Insurance Group (RJIG) as Regional Insurance & Planning Specialist for the state of Florida.
With over 30 years’ experience in insurance and financial services, Glenn is available to assist in all facets of your clients’ insurance needs. Meeting client goals, objectives and dreams in estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning are areas of specialization.
Glenn works with financial advisors, their clients and families along with other trusted advisors, including attorneys, CPAs and trustees. Glenn and his team will provide turn-key service beginning with planning ideas, client and other advisor consultation and case design. At this point the final presentation and recommendations are made to the client and the case management process begins. Case management Includes securing the best possible coverage from highly rated insurance carriers. Applications and other supporting documents are included in Glenn’s overall process.
Professional designations and affiliations include: Life and health insurance and variable annuity licenses, Series 7, 65 and Series 24 Registered Principal.
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.
