Advice Built on experience
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.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Atlanta, GA |
- Present |
Deloitte and Touche LLP |
Senior Tax Consultant |
Atlanta, GA |
- |
Arthur Andersen LLP |
Tax Accountant |
Atlanta, GA |
- |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant - non practicing
- Certified Investment Management Analyst (CIMA®)
- Chartered Financial Analyst® (CFA®)
- Wealth Advisor, UBS Financial Services Inc
Education
- Master of Accountancy - Taxation, University of Tennessee - Knoxville
- Bachelor of Science Business Administration - Accounting, University of Tennessee - Knoxville
Licenses
- Series 66, Investment Advisor Representative
- Series 7, General Securities Representative
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, MN, MO, NC, NE, NH, NY, OH, OR, PA, PR, SC, SD, TN, TX, VA, WY