Ira  M. Bauman

Ira M. Bauman Email and Phone Number

Experienced Holistic Financial Advisor | Helping individuals, families & companies manage their financial lives @ Raymond James
st. petersburg, florida, united states
Ira M. Bauman's Location
New York City Metropolitan Area, United States
Ira M. Bauman's Contact Details
About Ira M. Bauman

Throughout a career that has spanned nearly four decades, Ira has found great fulfillment in helping people manage their financial lives. He gains a good understanding of each client’s needs in order to establish a clear objective and develop a tailored strategy, and provides his continued guidance to make sure they continue on their financial path.His considerable experience includes financial planning, wealth management, investment strategy, portfolio management, and retirement planning, asset allocation and company 401(k)s. In addition, he has specialized experience in building municipal bond portfolios designed to meet clients’ objectives for income and asset preservation.Ira and his son, Harrison, established Bauman Wealth Management of Raymond James in 2016, drawn by the firm’s client-first culture and financial planning focus. Earlier in his career, Ira was a Senior Vice President and Financial Advisor at both Morgan Stanley and UBS/PaineWebber, and a Vice President and Financial advisor at Drexel Burnham Lambert.He earned an MBA from the Stern School of Business at New York University and a BSBA in finance and accounting from Boston University.Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates Inc., Member New York Stock Exchange/SIPC

Ira M. Bauman's Current Company Details
Raymond James

Raymond James

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Experienced Holistic Financial Advisor | Helping individuals, families & companies manage their financial lives
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Ira M. Bauman Work Experience Details
  • Raymond James
    Managing Director Investments
    Raymond James Mar 2016 - Present
    Greater New York City Area
  • Morgan Stanley Wealth Management
    Senior Vice President, Financial Advisor
    Morgan Stanley Wealth Management Sep 2008 - Mar 2016
    Greater New York City Area
  • Ubs
    Sr Vice President-Investments, Financial Advisor
    Ubs Mar 1988 - Sep 2008
    Greater New York City Area
  • Drexel Burnham Lambert
    Vice President, Financial Advisor
    Drexel Burnham Lambert Jan 1981 - Feb 1988
    Greater New York City Area

Ira M. Bauman Skills

Retirement Planning Fixed Income Wealth Management Financial Services Investments Portfolio Management Investment Strategies Iras Finance Financial Planning Risk Management Alternative Investments Investment Advisory Asset Allocation Strategic Financial Planning Long Term Care Fixed Annuities Financial Risk Hedge Funds Asset Management Insurance Wealth

Ira M. Bauman Education Details

  • New York University, Stern School Of Business
    New York University, Stern School Of Business
    Finance
  • Boston University - School Of Management
    Boston University - School Of Management
    Finance & Accounting

Frequently Asked Questions about Ira M. Bauman

What company does Ira M. Bauman work for?

Ira M. Bauman works for Raymond James

What is Ira M. Bauman's role at the current company?

Ira M. Bauman's current role is Experienced Holistic Financial Advisor | Helping individuals, families & companies manage their financial lives.

What is Ira M. Bauman's email address?

Ira M. Bauman's email address is bu****@****ail.com

What schools did Ira M. Bauman attend?

Ira M. Bauman attended New York University, Stern School Of Business, Boston University - School Of Management.

What are some of Ira M. Bauman's interests?

Ira M. Bauman has interest in The Ny Knicks.

What skills is Ira M. Bauman known for?

Ira M. Bauman has skills like Retirement Planning, Fixed Income, Wealth Management, Financial Services, Investments, Portfolio Management, Investment Strategies, Iras, Finance, Financial Planning, Risk Management, Alternative Investments.

Who are Ira M. Bauman's colleagues?

Ira M. Bauman's colleagues are Lara Tombazian, Abhay Gonella, Orlando Imai, Philip J. Moses, Jr., Darrick Lund, Cathy Tonth, Jack Welch.

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