CoverProfile

Nicholas C. Baker

Wealth Planning Advisor

Timonier

United States, North Carolina, Winston-Salem

About Me

Nick provides our corporate retirement plan clients with transparent, fiduciary levels of plan sponsor and participant care. He combines a background in real estate with a dynamic mix of interpersonal skills, financial savvy and entrepreneurial energy. Like his father (Tim), Nick is a graduate of the University of South Carolina. He holds a bachelor’s degree in mass communications/public relations with a minor in business administration. Nick is also currently enrolled as a candidate for the coveted designation of Certified Financial Planner or CFP. He and his wife are active volunteers in their Winston-Salem community, and outdoor enthusiasts. And, yes, he also golfs.

Profile Information

Wealth Planning Advisor

Timonier

Investment Team

Investor

Multi-Family Office

Winston-Salem

North Carolina

United States

Jul 31, 2024

More profiles to browse

Profile Photo
Janice French
Wealth Management Advisor
TB
Tim Baker
CIMA, Founder & CEO

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation