Michael Baughman Email & Phone Number
Financial Planning Platform Manager @ Modera Wealth Management
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Michael Baughman Location
- Tryon, NC, US
Michael Baughman Work
- 2026 -now Financial Planning Platform Manager @
- 2026 -2026 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 @
Michael Baughman Education
- Georgetown University
Certificate (Financial Planning)
2007-2008 - Presbyterian College
Bachelors of Science (Student Volunteer Services (SVS) Coordinator Pi Kappa Phi Fraternity, Officer Celtic Cross; Leadership Development Program Presbyterian College Athletics, Football)
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 Platform Manager at Modera Wealth Management. Michael Baughman brings experience from previous roles at Independent, Holistiplan and Modera Wealth Management. Michael Baughman holds a 2007 - 2008 Certificate in Financial Planning @ 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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