Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Cromwell S. Baun, CFA, CIMA, CFP

First Vice President–Wealth Management

Chartered Financial Analyst®

Mr. Baun is a Financial Advisor with UBS Financial Services Inc. Prior to his career in the financial services industry, Mr. Baun was a tax professional with Arthur Andersen LLP and Deloitte & Touche LLP in Atlanta. Mr. Baun is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst, and a Chartered Financial Analyst®. Mr. Baun is also a Certified Public Accountant in the state of Georgia. Mr. Baun received his BS in Business Administration–Accounting as well as his Master of Accountancy–Taxation from the University of Tennessee in Knoxville.

Personal & Community

  • Active member of the Financial Literacy Task Force and Chair - Estate and Financial
  • Planning Section of the GSCPA; GSCPA Leadership Academy c/o 2012
  • Serves on the Young Executive Society and Chair - Membership Committee of the Buckhead Club
  • Board Member - University of Tennessee Alumni Association, Atlanta Chapter
  • Current member of FPA, CFA Institute, CFA Society of Atlanta, IMCA, AICPA, and GSCPA
  • Actively involved in The Leukemia & Lymphoma Society Georgia Chapter and The Ron Clark Academy
Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MO
  • NC
  • NE
  • NH
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA

Education

  • Master of Accountancy - Taxation, University of Tennessee - Knoxville
  • Bachelor of Science Business Administration - Accounting, University of Tennessee - Knoxville

Credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Multi-generational families
Business Owners
Professionals
Women investors
Entrepreneurs
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3246

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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