Rick Baker

FIRST VICE PRESIDENT at Merrill Lynch Private Bank and Investment Group

Atlanta, Georgia, United States

Overview

Rick Baker is a Managing Director at Merrill Lynch and a nationally recognized wealth advisor, named by Forbes as one of the Best-In-State Wealth Advisors for 2025. He holds an economics degree from Auburn University and specializes in advising high-net-worth clients, including those in sports and entertainment.

He is a dedicated philanthropist, honored as the 2023 Alumnus of the Year by Snead State Community College. Rick has committed to a decade-long scholarship program, providing $25, 000 annually to support 250 students from his hometown high school, taking a personal interest in mentoring them.

For his philanthropic efforts, Rick was honored with the 2022 Presidential Lifetime Achievement Award.

Topics They Care About

High-Net-Worth Investing
He has a national reputation as a wealth advisor for a vast portfolio of high-net-worth clients across the U. S.
Youth Education
He established a significant, decade-long scholarship fund for students in his hometown and is personally involved in mentoring recipients.
Sports & Entertainment
He is an accredited sports and entertainment wealth advisor, indicating a specialized focus in this client niche.

Media Appearances

Rick has no verified media appearances

Work History

11-1995
FIRST VICE PRESIDENT at Merrill Lynch Private Bank and Investment Group
8-1985 - 11-1995
Senior VP at Morgan Stanley Dean Witter

Education

1977 - 1981
BA from Auburn University

More Information

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Exp : 40 Location : Atlanta, Georgia, United States Job Level : Senior Designation : FIRST VICE PRESIDENT at Merrill Lynch Private Bank and Investment Group
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