Baker Boyer
The Senior Wealth and Trust Advisor at Baker Boyer, part of DS Baker Advisors, provides fiduciary administration, relationship management, and development of complex trust, estate, and retirement accounts for high‑net‑worth clients. The role requires advanced fiduciary expertise, client service experience, and the ability to collaborate with financial planning specialists to deliver comprehensive wealth solutions.
<!-- Google Tag Manager (noscript) --> <noscript> <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-5L3ZTVQ" height="0" width="0" style="display:none;visibility:hidden"></iframe> </noscript> <!-- End Google Tag Manager (noscript) --> [](/) - Login - [Online Banking - Access your online banking](https://banking.bakerboyer.com/login) - [Portfolio Insights - Access to your investment account](https://login.orionadvisor.com/login.html?g=28f3fda2-2b12-45ef-84bb-b4ea976c4fa5) - [Retirement (BPAS) - Access to your 401k, 403b or 457 account](https://e2.bpas.com/Identity/Account/Login) - [Wealth Insights - Access to your financial plan](https://wealth.emaplan.com/ema/bakerboyer) - [Remote Deposit - Merchant portal for scanning checks for deposit at place of business](https://smartpay.profitstars.com/business/login/bakerboyer) Search: Search Login - [Our Approach](/our-approach) - [Investment Philosophy](/our-approach/investment-philosophy "Investment Philosophy") - [Community Impact](/communityimpact "Community Impact") - [Family Advising](/our-approach/family-advising "Family Advising") - [Leadership](/our-approach/leadership "Leadership") - [D.S. Baker Advisors](/advisors "D.S. Baker Advisors") - [Personal Banking](/personal-banking) - [Online Banking](/mobile "Online Banking") - [Checking & Money Market Accounts](/personal-banking/checking-and-money-ma
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Baker Boyer.
Right around the average for this role