Based in Coral Gables, Florida, Baker Woolworth delivers knowledgeable portfolio advice as vice president of investments at Stifel Financial Corp. He meets the needs of ultra-high-net-worth individuals and families through private banking and middle market banking services. Established in 1890, Baker Woolworth’s firm also offers coordinated brokerage, investment advisory, and trading services throughout the United States.
A 2004 graduate of Southern Methodist University in Dallas, Mr. Woolworth began his career with Citigroup in New York as a financial advisor associate. Prior to accepting his current position, he provided wealth management services with Morgan Stanley. Mr. Woolworth’s qualifications include Series 63 and Series 65 licenses.
Mr. Woolworth maintains a strong family focus and enjoys raising his kids. He serves as board member and treasurer with Clubhouse International, which works to improve the lives of those living with mental health issues. As a student at Deerfield Academy in Massachusetts, he competed in varsity sports such as rowing crew and water polo.