David R. Baker

As a Director, Private Wealth Advisor at Verdence, David works with clients to build financial plans suited to their goals, drawing on his more than two decades in financial services. He takes a client-centric approach, focused on helping clients understand their options and make confident decisions about their financial future.

David joined Verdence following the firm’s acquisition of Harvest Investment Consultants, where he was a Partner and Investment Advisor Representative. Before that, he spent over 13 years as a Financial Advisor at Ameriprise Financial Services. He holds a Bachelor of Science in Business from Towson State University.

Get to know David!

My favorite vacation spot is:

“Beach house in Bethany Beach, DE.”

Living or dead, I would like to invite for dinner:

“My parents – I want them to see what they have created.”

My favorite quote is:

“‘If you want to lift yourself up, lift up someone else’, by Booker T. Washington.”