About Us

David Baker

Retirement Planning Specialist
Phone: 410-309-3676

Currently a Senior Partner of Phoenix Private Wealth, David focuses on assisting clients with the following areas: financial and retirement planning, insurance protection, college funding, general wealth accumulation and more.



David has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He is also a qualifying member of the Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity.



David is a graduate of Gettysburg College with a degree in economics and business administration. He maintains the Series 7, Series 66, Series 24 registrations; and Life, Accident and Health Licenses.



David is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. David believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

 

Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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