Michael Baughman, Cfp® Email and Phone Number
Michael Baughman, Cfp® work email
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Michael Baughman, Cfp® personal email
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Michael Baughman, Cfp® phone numbers
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.
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Financial Planning And Tax Integration StrategistIndependentTryon, Nc, Us
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Principal And Csm @ Holistiplan, LlcHolistiplanTryon, Nc, Us
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Principal/Csm @ Holistiplan, LlcHolistiplan Oct 2024 - PresentCollege Station, Tx, UsWith 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 tax, estate, and risk management advice. My role is dedicated to helping advisors maximize the impact of our technology tools and resources, enabling them to deliver more effective, efficient, and comprehensive client outcomes.
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Wealth Manager And PrincipalModera Wealth Management Apr 2023 - Oct 2024Westwood, Nj, UsModera acquired Parsec Financial in May of 2023. I continued to lead the Tryon, NC office through the transition from Parsec to Modera. -
Senior Financial AdvisorParsec Financial Apr 2016 - May 2023Effective, 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 long, successful track record in investments and financial planning.
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Financial AdvisorMillard And Company Jan 2014 - Mar 2016
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Financial AdvisorAbacus Planning Group Dec 2009 - Dec 2013Columbia, Sc, Us -
Director Of Business DevelopmentThe Monitor Group 2007 - 2009The 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 of a new and improved website.-Managed initiative to update signature marketing brochure.
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Private Banking ManagerBb&T Sep 2003 - Dec 2006Charlotte, Nc, UsLed 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. -
Internal Account ExecutiveSei Investments Jan 2001 - Sep 2003Oaks, Pa, UsSEI 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. -
Program ManagerDoor May 2000 - Aug 2000DOOR 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.
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Youth PastorFirst Presbyterian Church 1998 - 2000
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CyclistPush America May 1998 - Aug 1998Charlotte, North Carolina, UsChosen 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.
Michael Baughman, Cfp® Skills
Michael Baughman, Cfp® Education Details
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Presbyterian CollegeBusiness Administration -
Georgetown UniversityFinancial Planning
Frequently Asked Questions about Michael Baughman, Cfp®
What company does Michael Baughman, Cfp® work for?
Michael Baughman, Cfp® works for Independent
What is Michael Baughman, Cfp®'s role at the current company?
Michael Baughman, Cfp®'s current role is Financial Planning and Tax Integration Strategist.
What is Michael Baughman, Cfp®'s email address?
Michael Baughman, Cfp®'s email address is mi****@****ail.com
What is Michael Baughman, Cfp®'s direct phone number?
Michael Baughman, Cfp®'s direct phone number is +193824*****
What schools did Michael Baughman, Cfp® attend?
Michael Baughman, Cfp® attended Presbyterian College, Georgetown University.
What skills is Michael Baughman, Cfp® known for?
Michael Baughman, Cfp® has skills like Wealth Management, Financial Planning, Asset Management.
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