John D. Baumgarten

John D. Baumgarten is a Financial Advisor and Managing Director with Clarity Advisors at UBS Financial Services, Inc., where they focus on understanding clients' financial goals and delivering creative solutions. They held previous positions as Vice President at SYNNEX, COO at Great North American Companies, and Principal Financial Advisor at Bernstein Global Wealth Management. With a BS in Business and minors in Finance, Accounting, and Economics from Oklahoma State University, they bring extensive expertise in wealth management, particularly for entrepreneurs and families. Outside of work, they are actively involved in community service, including board membership at My Possibilities, while enjoying a family-oriented lifestyle in Dallas and Prosper.