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Jeffrey B
CFP®, Series 63, Series 65
Newburgh, IN
Vanderbilt Advisory Services
Jeffrey Baker is a CFP® with 35 years of industry experience, currently serving at Vanderbilt Advisory Services. He has been with Vanderbilt Securities, LLC since 2011 and has operated his own CPA practice since 1985. Outside of financial advising, he manages agricultural operations and serves as a member of the Warrick County School Board. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental and technical analysis, and is notable for its integration with retirement-plan and benefits firms, offering a combined advisory, brokerage, and plan-administration structure.
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