Devon Baker

As an Associate Wealth Advisor at The Lerner Group, Devon Baker supports clients through a relationship‑focused and planning‑driven approach. He collaborates with the advisory team to prepare financial plans, develop recommendations, and ensure clients receive proactive guidance tailored to their goals. Devon continues to play an essential role in delivering a seamless experience by managing account needs, assisting with plan implementation, and helping clients navigate each stage of their financial journey.

Before stepping into his advisory role, Devon served as a Private Wealth Associate at The Lerner Group, where he supported clients with account servicing, onboarding, and maintaining accurate financial profiles. Prior to joining the team, he worked in Mutual Funds Service at Northern Trust, handling mutual fund trades and responding to client inquiries. Devon earned his Bachelor of Arts in Finance from the Broad College of Business at Michigan State University in 2023.

Outside the office, Devon enjoys racing sailboats with family and friends, hitting the slopes in winter, and staying active through regular workouts.

What does legacy mean to you?

To Devon, legacy is about the enduring impact you have on others. He believes a meaningful legacy is built through acts of support, kindness, and professionalism that continue to influence people’s lives long after the moment has passed.