Hank Baker joined Trinity Capital Management in September 2014, bringing 30 years of experience in trusts, qualified retirement plans, and wealth management for high net worth families and their businesses. As a Certified Wealth Strategist, Hank takes a holistic approach to issues that concern a client and develops their wealth management plan designed to create and grow wealth, to protect and preserve wealth, and then develop efficient strategies for wealth distribution during life and at death. Hank also focuses on retirement plan administration and investments, and has assisted hundreds of clients in the design, implementation, administration and investment of qualified plans.
Previously, Hank was Senior Vice President with BBVA Compass and manager of the Tyler area Wealth Management Group delivering trust, investment and private banking services to the bank’s affluent client base in Tyler and surrounding communities. In 1985, Hank co-founded Secured Trust Bank in Tyler, which merged into the predecessors of BBVA Compass in 2003. Secured Trust Bank was an East Texas leader in private banking and wealth management. As Executive Vice President, Hank was responsible for the bank’s wealth management and trust services. He was a key driver of the bank’s strategic growth and services, including its role as a leading provider of retirement plan services. Prior to the financial industry, he was with Deloitte, Haskins and Sells (now Deloitte & Touche) Houston, Texas, a national accounting firm providing auditing, tax, and consulting services.
Hank has a BBA in Finance from Texas A&M University and is a Certified Public Accountant, but not practicing. He has served numerous civic and professional organizations as President, including Tyler Jaycees, Smith County American Heart Association, East Texas Chapter of CPAs, East Texas Estate Planning Council and All Saints Episcopal School Board. In addition, Hank has held leadership positions with the Tyler Museum of Art, Tyler Area Chamber of Commerce, UT Tyler Patriots, and the Texas Affiliate of the American Heart Association.
Hank is married to Nikki, and they have three sons: William, Ashton, and Blake. Hank enjoys sailing, hunting, camping, and most anything outdoors—especially with family and friends.
This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IN, LA, NE, NJ, OH, OK, SC, TX, UT, WA, WY). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.
Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
©2021 Wells Fargo Advisors Financial Network, LLC. All rights reserved.