Lewis D. Baker, CFP® is a seasoned wealth advisor whose practice is centered on comprehensive financial planning with tax efficiency. A graduate of the United States Military Academy with a Bachelor’s of Science degree in management, Lew started his career in 1994 at Merrill Lynch. After earning numerous accolades, he was recruited as a competitive hire by Morgan Stanley to the position of vice president. Lew built his success upon a solid foundation of investment knowledge, but also recognized that financial planning and tax efficiency can be of equal or greater value to individual investors. His passion for leadership and helping others led him to leave the large corporate structure of