portrait of Lisa A Baker

About Lisa

After more than two decades in the transportation and logistics industries, I joined Edward Jones as a way to serve people on a more personal level. My core values have always revolved around making a difference for others, and my role as a financial advisor offers the incredible opportunity to make a tangible impact on people's lives and legacy. I have experienced with my own family the benefits of a caring, trusted advisor and the remarkable difference that a one-on-one relationship can make.

All my client relationships begin with a conversation. My initial focus is to gain a personalized understanding of...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Spending Time with Family
  • Sports Enthusiast
  • Pets
  • Reading

Team Members

  • Liz Lane
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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