Based in Coral Gables, Florida, Baker Woolworth earned an undergraduate degree from Southern Methodist University. Baker Woolworth has established a career in the wealth management industry over the past 17 years.
Mr. Woolworth is licensed by the Financial Industry Regulatory Authority (FINRA) in multiple capacities, including Series 7, Series 63, and Series 65, demonstrating extensive expertise in investment advisory and financial management. In addition to his professional qualifications, he serves on the board and as treasurer of Clubhouse International, a worldwide nonprofit focused on supporting mental health programs.
As first vice president of investments at Stifel Financial Corp., Baker Woolworth directs wealth management for affluent clients and banking solutions for mid-sized businesses. He has held multiple positions within the company since 2013, gaining extensive experience in portfolio management and client advisory.
Baker Woolworth built his expertise as a financial advisor at Smith Barney, a division of Citigroup Global Markets, from 2005 to 2009. He subsequently joined Morgan Stanley Wealth Management from 2009 to 2012, providing tailored investment guidance and strategic financial planning to clients.