S1 E10 The Journey of Lee Baker

Journey: The Financial Advisor Experience

When we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t pursue the top 1% of income earners. He instead has built a very successful firm working with everyday people, people who need his advice and help.

He’s a community leader and an active church member, once serving as the career development director.

Lee graduated with industrial engineering from Georgia Tech. He worked at an insurance company and learned planning through that lens. While working in insurance, he soon realized that he was much more interested in problem-solving client needs unrelated to insurance. Financial planning would soon become his passion.

He did not take the familiar path of working for a large financial firm. His journey took him from an insurance company, a job head had while in college, to founding his own investment firm. He became a Certified Financial Planner in 1998 and an active member of the Financial Planning Association of Georgia.

Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott,, Grier Rubeling & ED Dudley to hear from Lee Baker
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