Granite Harbor Advisors
Bethanie Baker is a seasoned financial professional currently serving as a Client Service Advisor at Granite Harbor Advisors since April 2024. Prior to this role, Bethanie was employed at Willis Johnson & Associates, where contributions were made as a Financial Planning Analyst from June 2021 to April 2024, and as a Wealth Management Intern from September 2020 to January 2021. Additional experience includes positions as a Client Operations Associate and Client Operations Specialist at BKD Wealth Advisors in early 2021, and a Wealth Management Intern at Willis Johnson & Associates. Early career experience involved working as an Administrative Associate at Shell through Airswift from June 2017 to May 2020, and as an OE Student at Shell from July 2015 to July 2016. Bethanie Baker holds a Bachelor of Business Administration in Finance and Financial Planning from the University of Houston, attended the University of North Texas for studies in Chemistry, and completed education from 2016 to 2017.
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Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.