Financial Planning And Tax Integration Strategist
Independent
AeroLeads people directory · profile
Michael Baughman, Cfp® Email & Phone Number
Financial Planning and Tax Integration Strategist
at
Independent
2 work emails found
@parsecfinancial.com
4 phones found area 938 and 908
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning and Tax Integration Strategist
Location
Tryon, North Carolina, United States
Who is Michael Baughman, Cfp®? Overview
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Quick answer
Michael Baughman, Cfp® is listed as Financial Planning and Tax Integration Strategist at Independent, based in Tryon, North Carolina, United States. AeroLeads shows a work email signal at parsecfinancial.com, phone signal with area code 938, 908, and a matched LinkedIn profile for Michael Baughman, Cfp®.
Michael Baughman, Cfp® previously worked as Principal and CSM @ Holistiplan, LLC at Holistiplan and Principal/CSM @ Holistiplan, LLC at Holistiplan. Michael Baughman, Cfp® holds Bachelors Of Science, Business Administration from Presbyterian College.
Company email context
Email format at Independent
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*@parsecfinancial.com
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AeroLeads found 2 current-domain work email signals for Michael Baughman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Baughman, Cfp®
With over 22 years of experience as a financial advisor, I specialized in tax planning, portfolio management, estate planning, and risk management. I guided clients through crucial decisions related to spending, gifting, health, aging, and overall happiness. Now, as part of the Customer Success team at Holistiplan, I focus on transforming how financial advisors and their firms provide tax, estate, and risk management advice. My role is dedicated to helping advisory firms maximize the impact of our technology tools and resources, enabling them to deliver more effective, efficient, and comprehensive client outcomes.
Listed skills include Wealth Management, Financial Planning, and Asset Management.
Current workplace
Michael Baughman, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles · 28 years
Michael Baughman, Cfp® work experience
A career timeline built from the work history available for this profile.
Principal And Csm @ Holistiplan, Llc
Principal/Csm @ Holistiplan, Llc
CurrentWith over 22 years of experience as a financial advisor, I specialized in tax planning, portfolio management, estate planning, and risk management. I guided clients through crucial decisions related to spending, gifting, health, aging, and overall happiness. Now, as part of the team at Holistiplan, I focus on transforming how financial advisors provide.
Oct 2024 - Present
Wealth Manager And Principal
Modera acquired Parsec Financial in May of 2023. I continued to lead the Tryon, NC office through the transition from Parsec to Modera.
Apr 2023 - Oct 2024
Senior Financial Advisor
Parsec Financial
Effective, March 31, 2016 Millard & Company was acquired by Parsec Financial, a wealth management and financial planning organization based in Asheville, NC. Parsec Financial is a fee-only, Registered Investment Advisor (RIA) serving clients in North Carolina and the Upstate of South Carolina. I'm honored to be joining such a reputable organization with a.
Apr 2016 - May 2023
Financial Advisor
Millard And Company
Jan 2014 - Mar 2016
Financial Advisor
Dec 2009 - Dec 2013
Director Of Business Development
The Monitor Group
The Monitor Group is one of the leading "fee-only" financial planning and wealth managment firms in the country. My primary responsibilities were marketing and business development.2008 Results:-19 New clients - 73% increase in new clients from 2007 and the best year on record for the firm.-New assets from new clients up 261% from 2007. -Led the creation.
2007 - 2009
~2 yrs
Private Banking Manager
Led the creation of a new market for BB&T Private Bank. Implemented a strategy to recruit, hire and train a Private Banking team that was ranked 7th out of 39 regions in the private banking sector of BB&T.
Sep 2003 - Dec 2006
Internal Account Executive
SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management helping private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
Jan 2001 - Sep 2003
Program Manager
Door
DOOR is a inner city plunge experience. I was responsible for managing a program which painted houses for needy families in the Denver metropolitan area. I managed hundreds of volunteers and successfully painted over 50 homes during the summer of 2000.
May 2000 - Aug 2000
Youth Pastor
First Presbyterian Church
1998 - 2000
~2 yrs
Cyclist
Chosen as a cyclist for the 1998 Journey of Hope; a cross-country bike ride raising money and awareness for Push America, an organization which serves people with disabilities. Cycled more than 3,800 miles and personally raised $7,500 for Push America.
May 1998 - Aug 1998
2 education records
Michael Baughman, Cfp® education
Bachelors Of Science, Business Administration
Presbyterian College
Certificate, Financial Planning
Georgetown University
FAQ
Frequently asked questions about Michael Baughman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Baughman, Cfp® work for?
Michael Baughman, Cfp® works for Independent.
What is Michael Baughman, Cfp®'s role at Independent?
Michael Baughman, Cfp® is listed as Financial Planning and Tax Integration Strategist at Independent.
What is Michael Baughman, Cfp®'s email address?
AeroLeads has found 2 work email signals at @parsecfinancial.com for Michael Baughman, Cfp® at Independent.
What is Michael Baughman, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 938, 908 for Michael Baughman, Cfp® at Independent.
Where is Michael Baughman, Cfp® based?
Michael Baughman, Cfp® is based in Tryon, North Carolina, United States while working with Independent.
What companies has Michael Baughman, Cfp® worked for?
Michael Baughman, Cfp® has worked for Independent, Holistiplan, Modera Wealth Management, Parsec Financial, and Millard And Company.
How can I contact Michael Baughman, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Baughman, Cfp® at Independent, including work email, phone, and LinkedIn data when available.
What schools did Michael Baughman, Cfp® attend?
Michael Baughman, Cfp® holds Bachelors Of Science, Business Administration from Presbyterian College.
What skills is Michael Baughman, Cfp® known for?
Michael Baughman, Cfp® is listed with skills including Wealth Management, Financial Planning, and Asset Management.
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