As a Private Wealth Associate at The Lerner Group, Devon Baker plays a key role in delivering a seamless client experience. He manages client requests, opens and maintains accounts, and helps ensure client profiles are accurate and up to date. Devon works closely with the advisory team to support thoughtful, detail-driven service and is passionate about understanding the various strategies advisors use to craft personalized solutions.
Before joining The Lerner Group, Devon was part of the Mutual Funds Service team at Northern Trust, where he handled mutual fund trades and client inquiries. He 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 that 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.