$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager