Andrew Baumgartner
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Andrew Baumgartner Email & Phone Number

Financial Advisor at UBS
Location: San Francisco Bay Area, United States, United States 6 work roles 2 schools
1 work email found @bnymellon.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@bnymellon.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
Financial Advisor
Location
San Francisco Bay Area, United States, United States
Company size

Who is Andrew Baumgartner? Overview

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Quick answer

Andrew Baumgartner is listed as Financial Advisor at UBS, a company with 28 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Andrew Baumgartner.

Andrew Baumgartner previously worked as Senior Director โ€“ West Executive Leadership Team | Senior Wealth Manager at Bny Mellon Wealth Management and Senior Director | Senior Wealth Manager at Bny Mellon Wealth Management. Andrew Baumgartner holds Bachelor Of Science - Bs, Mathematics & Economics from University Of California, Los Angeles.

Company email context

Email format at UBS

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{first}.{last}@bnymellon.com
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AeroLeads found 1 current-domain work email signal for Andrew Baumgartner. Compare company email patterns before reaching out.

Profile bio

About Andrew Baumgartner

๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—บ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฒ๐—ฟ๐˜€๐—ผ๐—ป๐—ฎ๐—น ๐—–๐—™๐—ข โ€“ someone who manages your wealth and helps shape and simplify the complexities of your balance sheet. My process is to be a partner and sounding board on all financial matters and personal family decisions.I guide my clients through lifeโ€™s critical milestones. I understand how complex, nuanced, and time-consuming financial and succession planning can be, and I aim to optimize at every step. My specialties include stock award optimization, liquidity & exit navigation, tax minimization, private investment opportunities, and trust & estate planning. I can help you:1. ๐—จ๐—ป๐—น๐—ผ๐—ฐ๐—ธ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜๐—ถ๐—บ๐—ฒ. Structure and oversee your wealth management plan so you can focus on what is most important to you.2. ๐—š๐—ฟ๐—ผ๐˜„ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต. Analyze your balance sheet, optimize your taxes, and help you navigate complex capital markets for investment.3. ๐—•๐˜‚๐—ถ๐—น๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—น๐—ฒ๐—ด๐—ฎ๐—ฐ๐˜†. Facilitate your estate planning needs for today and establish sophisticated wealth and charitable strategies for tomorrow.If you're an entrepreneur, executive or early employee looking to secure your financial future, reach out to me at andrew.baumgartner@ubs.com or call me at (415) 656-6743.

Current workplace

Andrew Baumgartner's current company

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UBS
Ubs
Financial Advisor
California, United States
Employees
28
AeroLeads page
6 roles

Andrew Baumgartner work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Ubs

California, United States

Financial Advisor

Current
Ubs
Jun 2022 - Present

Senior Director โ€“ West Executive Leadership Team | Senior Wealth Manager

San Francisco, California, United States

Jan 2019 - Jun 2022

Vice President | Financial Advisor

Beverly Hills, California, United States

Oct 2009 - Nov 2016

Associate | Investment Management Analyst

Beverly Hills, California, United States

Jul 2007 - Oct 2009
2 education records

Andrew Baumgartner education

FAQ

Frequently asked questions about Andrew Baumgartner

Quick answers generated from the profile data available on this page.

What company does Andrew Baumgartner work for?

Andrew Baumgartner works for UBS.

What is Andrew Baumgartner's role at UBS?

Andrew Baumgartner is listed as Financial Advisor at UBS.

What is Andrew Baumgartner's email address?

AeroLeads has found 1 work email signal at @bnymellon.com for Andrew Baumgartner at UBS.

Where is Andrew Baumgartner based?

Andrew Baumgartner is based in San Francisco Bay Area, United States, United States while working with UBS.

What companies has Andrew Baumgartner worked for?

Andrew Baumgartner has worked for Ubs, Bny Mellon Wealth Management, Wells Fargo Advisors, and Wells Fargo.

Who are Andrew Baumgartner's colleagues at UBS?

Andrew Baumgartner's colleagues at UBS include Flloyd Rewa and Ethan Harro.

How can I contact Andrew Baumgartner?

You can use AeroLeads to view verified contact signals for Andrew Baumgartner at UBS, including work email, phone, and LinkedIn data when available.

What schools did Andrew Baumgartner attend?

Andrew Baumgartner holds Bachelor Of Science - Bs, Mathematics & Economics from University Of California, Los Angeles.

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