Mercer Advisors
Jennifer Baick, MBA, CFP®, CDFA®, is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as the VP of the Financial Planning Group at Mercer Advisors since April 2017, Baick leads initiatives that enhance advisor expertise and client outcomes. Previous roles include Director of Financial Planning at Freestone Capital Management and Associate Relationship Manager at First Foundation Inc., where Baick focused on addressing complex financial issues for high net worth clients. Baick's career also includes strategic roles at Samsung Life Insurance, Citigroup, and Prudential Financial, showcasing a strong foundation in financial planning and consulting. Educational credentials include an MBA in Behavioral Finance from UCLA Anderson School of Management and a BS in Government from Sweet Briar College.
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