Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

David Baker, CFP^®, ChFC^®, CLU^®, RICP^®, AIF^®

Managing Partner - Phoenix Private Wealth, Retirement Planning Specialist - Equitable Advisors

(410) 309-3676

(410) 312-3157

david.baker@phoenixprivatewealth.com

David Baker, CFP^®, ChFC^®, CLU^®, RICP^®, AIF^® is a Financial Consultant and Retirement Planning Specialist at Equitable Advisors and Managing of Phoenix Private Wealth. Mr. Baker focuses on retirement and distribution strategies, estate...

Ken Handy

Managing Partner - Phoenix Private Wealth, Retirement Planning Specialist - Equitable Advisors

(443) 832-1908

(410) 312-3157

ken.handy@phoenixprivatewealth.com

Ken Handy is the Founder and Co-Managing Partner of the DBA, Phoenix Private Wealth, located in Columbia, MD. Phoenix Private Wealth consists of dedicated advisors and administrative professionals who serve their clients financial...