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