Laura T. Baker, CFP®

Laura T. Baker, CFP®

Laura joined Waverly Advisors through the merger of Clark Financial Advisors in the spring of 2022. She has over a decade of experience in the investment industry. Laura began her career in operations, but upon obtaining her Certified Financial Planner® designation in 2012, she transitioned to serving clients in both a financial planning and investment capacity. She takes great pride in cultivating deep client relationships which allow her to develop tailored financial plans and investment portfolios. The ability to take an active role in the financial future of clients and help guide them through bringing their goals to fruition is what originally attracted Laura to financial planning and investment advisory. She enjoys celebrating the long-term financial success of clients. Laura and her husband reside in Mountain Brook with their two young children. While sports and other activities for the kids take up most of her time, she also enjoys going to Lake Martin and reading.

Education

  • Bachelor of Science in Family Financial Planning
    University of Georgia

Community Involvement

  • Ballet Guild of Birmingham
  • Children’s Art Guild of Birmingham
  • Junior League of Birmingham
  • Cherokee Bend Elementary School’s Parent Teacher Organization Secretary
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