David G. Feroleto, CFP - UBS Financial Services Inc., 3560 Lenox Rd NE, # 28, Atlanta, GA 30326, US

Cromwell S. Baun, CFA, CIMA, CFP is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Atlanta, GA. With a background in tax consulting, Mr. Baun brings a comprehensive approach to financial advising, offering insight-based advice to help clients confidently pursue their life goals. He is a Certified Financial Planner, a Certified Investment Management Analyst, and a Chartered Financial Analyst, with credentials that demonstrate his expertise in the field. Mr. Baun received his Master of Accountancy in Taxation and Bachelor of Science in Business Administration Accounting from the University of Tennessee in Knoxville. He is actively involved in various professional organizations and community initiatives, including the Financial Literacy Task Force, the GSCPA Leadership Academy, and The Leukemia Lymphoma Society Georgia Chapter. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2023, Mr. Baun is dedicated to providing comprehensive financial planning services to a diverse range of clients, including business owners, professionals, women investors, and multi-generational families.Generated from the website

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