Michael Baughman Email & Phone Number
Financial Planning and Tax Integration Strategist
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Michael Baughman Location
- Tryon, NC, US
Michael Baughman Work
- 2026 - now Financial Planning and Tax Integration Strategist @ Independent
- 2025 - 2026 Enterprise Activation Specialist @
- 2024 - 2025 Principal and CSM @ Holistiplan, LLC @
- 2023 - 2024 Wealth Manager and Principal @
- 2016 - 2023 Senior Financial Advisor @ Parsec Financial
- 2014 - 2016 Financial Advisor @ Millard and Company
- 2009 - 2013 Financial Advisor @
- 2007 - 2009 Director of Business Development @ The Monitor Group
- 2003 - 2006 Private Banking Manager @
- 2001 - 2003 Internal Account Executive @
- 2000 - 2000 Program Manager @ DOOR
- 1998 - 2000 Youth Pastor @ First Presbyterian Church
- 1998 - 1998 Cyclist @
Michael Baughman Education
- Georgetown University 2007 - 2008
- Presbyterian College 1994 - 1998
Michael Baughman Skills
- Wealth Management
- Asset Management
- Financial Planning
Michael Baughman Summary
- Michael Baughman, based in Tryon, NC, US, is currently a Financial Planning and Tax Integration Strategist at Independent. Michael Baughman brings experience from previous roles at Holistiplan, Modera Wealth Management and Parsec Financial. Michael Baughman holds a 2007 - 2008 Georgetown University. With a robust skill set that includes Wealth Management, Asset Management, Financial Planning and more. Michael Baughman has 1 emails and 1 mobile phone numbers on RocketReach.
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