Experience

Discipline, integrity and responsibility

Jay has always been guided by discipline, integrity and responsibility. From his former life in the military to today, as a seasoned Private Wealth Advisor and portfolio manager, he applies those principles to his investment philosophy, particularly when it comes to managing risk. Jay takes into account your bigger wealth picture. He also focuses on the details. Diversification and financial planning are key to the strategy he recommends for you.

“I strive to be an Advisor our clients want for life—building a caring team that shares client values, believes in doing the right thing, and puts clients first.”
— Jay Baumgardner

Looking beyond the comprehensive financial advice Jay provides, you’ll find a deep commitment to the well-being of his clients, and a team that puts clients above all else.

Previous experience

• Executive Director, J.P. Morgan, 2009 – 2016
• Senior Portfolio Manager, Wells Fargo, 2004 – 2008

Achievements and education

• Private Wealth Advisor
• Chartered Financial Analyst® (CFA®)
• Series 7, 63 and 65 licenses
• B.A., business administration, East Tennessee State University
• M.B.A., Webster University

Life

• Jay is a former officer in the U.S. Marine Corps. and Naval Aviator.
• He enjoys time with his family, his friends and golf.

Danielle Barabino is a Senior Wealth Strategy Associate at UBS. She supports Financial Advisor Jay Baumgardner’s practice by servicing his clientele of high-net-worth individuals, affluent families and corporations, and providing operational and sales assistance across his multiple lines of business. Danielle enjoys the challenges of helping Jay develop tailored strategies designed to pursue the diverse needs and goals of his clients. She relies on her interpersonal skills to help manage their expectations, and to navigate systems, resources, and departments within the firm to streamline the administrative and operations processes. She also applies her analytical knowledge and team building skills to her role in Jay’s practice. Danielle joined UBS in 2016 after serving as a Client Associate for J.P. Morgan Securities. She graduated from the University of California, Irvine in 2015 with a Bachelor of Science degree in Mathematics while playing collegiate water polo.

Kelli began her career at UBS PWM in Century City in 2018. She is responsible for investment proposals, asset allocations and helping strategize clients’ needs for their unique lifestyles. She’s also the point of contact for our next generation clients. Kelli graduated from the University of California, Irvine in 2018 with a Bachelor of the Arts degree in Economics.

Antoine is a Registered Client Service Associate at UBS since October 2018. He joined the Baumgardner team in February 2018 as an Intern. Antoine is now supporting the team's practice by servicing their clientele of high-net-worth individuals. He assists with customizing portfolios for the team's clients. Antoine earned his bachelor degree in Economics and his master degree in Financial Mathematics from the University of California, Irvine. Antoine developed his work ethic, attention to detail and teamwork skills as a NCAA Division 1 water-polo player at UC Irvine.