Ellenore Knight Baker, CFP®

Financial Planner, Carter Financial Management

Professional

Ellenore Knight Baker encourages her clients to achieve their financial and life goals in a risk-mitigating manner. As a trusted and experienced financial planner, she understands that families can face jurisdictional challenges. Her clients come from many locales and include CEOs of small and large businesses, as well as executive women in many fields.

Ellenore started her career as a floor trader for Goldman Sachs on the New York Options Exchange and the New York Mercantile Exchange and the International Petroleum Exchange, where she created hedging strategies for domestic and international clients using commodities, financial futures, and options.

Service

Ellenore has been heavily involved in women’s organizations and served as Chairperson of the Dallas (now Texas) Women’s Foundation, where she currently serves on the Investments Committee. She is on the Finance Committee for the Ronald McDonald House of Dallas and was previously active on the board of Greenhill School and the Vestry of the Church of the Incarnation.

Education

Ellenore is a graduate of Williams College and earned her MBA in Finance and International Business from New York University. She earned her CFP® certification from Southern Methodist University.

Personal

Ellenore splits her time between Dallas and Park City, Utah along with her husband Kirk and their two wonderful children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the organizations listed.