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.

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Cromwell S. Baun, CFA, CIMA, CFP

Senior 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
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


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


  • Chartered Financial Analyst®
  • 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
Women investors
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3246

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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.

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