Kelly Richard
Kelly rejoined the Baker Team in the fall of 2023. She brings 43 years of experience to the Baker Team in the financial industry including investing, tax and banking. Kelly holds series 6 and 63 licenses, as well as life & health insurance license. She works at our Baker 261 office servicing our financial planning clients.
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
Contact Info
Boonville “Baker 261” Tax & Financial Planning Office:
812-479-8866
Boonville Tax Office:
812-897-0917
Newburgh Tax & Financial Planning Office:
812-842-2254
Gibson County Clients:
812-729-7426
Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Jeffrey Baker is a licensed registered representative through Vanderbilt securities and licensed financial advisor through Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Vanderbilt Financial Group does not provide tax or legal advice.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures