Shelly Halford Baker

Finance

Consumer Services

Profile

Ms. Shelly H.
Baker is a Portfolio Manager at Legacy Wealth Management, Inc. where she is also a member of the client services team.
Prior to joining Legacy Wealth Management in July 2009, Ms. Baker was employed as a First Vice President & NASDAQ Principal Trader at Morgan Keegan & Co., Inc. and a Senior Associate Advisor at Waddell & Associates, Inc. Ms. Baker received her BBA in Finance from the University of Memphis.
She is also a Chartered Financial Planner, a Certified Divorce Financial Analyst, and a Certified Trust and Financial Advisor.

Former positions of Shelly Halford Baker

Companies	Position	End
Legacy Wealth Management, Inc. Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.	Portfolio Manager-Equities	01/09/2014
AMWJR, Inc. AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.	Corporate Officer/Principal	-
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Corporate Officer/Principal	-

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Training of Shelly Halford Baker

University of Memphis

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
Legacy Wealth Management, Inc. Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.	Finance
AMWJR, Inc. AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.	Finance
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Finance

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