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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Dr. Renee Baker
Founder and CEO at The RBI Group


Dr. Renée Baker, DBA, RCC™, is the CEO and Founder of The RBI Group and is a change-maker in wealth management. Her expertise and dedication to financial literacy form the bedrock of her mission to foster inclusive wealth-building opportunities. With decades of industry experience, Renée transitioned to full-time entrepreneurship in 2023, using her extensive knowledge to help reshape the financial advisory landscape in a more profound and inclusive manner through her organization's work.

Renée's career, before her entrepreneurial journey, was marked by significant achievements and leadership roles in her decades of financial services experience, most recently at Raymond James, where she spearheaded Advisor Inclusion Networks. In this role, she played a pivotal part in supporting financial advisors, helping them expand their businesses through effective marketing strategies and unlocking their potential to cater to the diverse needs of their clientele. Her unwavering commitment to empowering advisors and fostering a culture of growth and inclusivity has been consistent throughout her career.