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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Personal & Community
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
