Benjamin Baum
Sr. Vice President - Wealth Management, CFP®, at UBS Financial Services, Inc.
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Benjamin Baum
What keeps you up at night? How have you provided for your generational legacy? Suppose something happens to you; what happens next? As a University of Florida Industrial Engineering graduate, Ben enjoys the business planning and financial dynamics that accompany\'s all avenues of owners and family members.For over 30 years, Benjamin has been asking these questions of families and business owners; collaborating with their professionals to sustain, grow and protect their wealth while providing financial and generational planning. Ben fosters and relishes the client relationships that comprise his business practice and community responsibilities.While employed in engineering and finance at FP & L Company, he earned both his Master of Business Administration (M.B.A.) and Master of Engineering (M.S.I.E.) degrees from the University of Miami. He is a FINRA registered Wealth Advisor. As a CFP®, he and his team meld these strengths with thoughtful perspectives of the financial markets, institutional experience, and impart why both tactical and strategic long-term financial planning combined with risk management, are necessary for successful investing and wealth are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Vice President - Wealth Management
Feb 2006 — Present
CFP®, Senior Portfolio Manager
Education
University of Miami
Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law
1979 — 1981
University of Florida
Bachelor of Engineering - BSIE, Industrial Engineering
1974 — 1978
University of Miami
Master of Engineering - MSIE, Industrial Engineering
1981 — 1983
Skills
- Wealth Management
- Risk Management
- Finra Series 66 License
- Retirement Planning
- Finra Series 7 License
- Strategic Financial Planning
- Nfa/Cftc Series 3 License
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