Michael Baumer

Morgan Stanley Smith Barney LLC

Michael Baumer

Michael Baumer

Morgan Stanley Smith Barney LLC

Biography

Michael is a CERTIFIED FINANCIAL PLANNER™ providing macro planning for families of significant wealth with a focus on delivering Morgan Stanley's Family Office Services. Michael began his financial career in the San Diego commercial real estate industry. He has over 16 years of financial industry experience advising wealthy clients. He holds a BS from The University of Southern California. Michael served 6 years of active duty and 4 years reserve service as a U.S. Navy SEAL. He now serves on the board of directors for The Navy SEAL Foundation (Treasurer).

Overview
RelSci Relationships

575

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Michael Baumer likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at McChrystal Group LLC

Relationship likelihood: Strong

Executive Director at Alexandria Real Estate Equities, Inc.

Relationship likelihood: Strong

Partner at Shield AI, Inc.

Relationship likelihood: Strong

Former Ensign at United States Navy

Relationship likelihood: Strong

Former Vice Admiral at United States Navy

Relationship likelihood: Strong

Former Chief Operating Officer at Cathedral of Our Lady of the Angels

Relationship likelihood: Strong

Co-Founder at Redpoint Resolutions

Relationship likelihood: Strong

Director at Navy Seal Warrior Fund, Inc.

Relationship likelihood: Strong

Commander, Naval Special Warfare Group Two at United States Navy

Relationship likelihood: Strong

Vice Chairman, Board of Directors at Navy SEAL Foundation, Inc.

Relationship likelihood: Strong

In The News
Chicago Sun-Times
March 8, 2016
Tragic murder shows need for stronger gun laws
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Michael Baumer
Morgan Stanley Smith Barney LLC
Education
BS

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Career History
Private Wealth Advisor & Managing Director, Wealth Management
Current

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Senior Vice President
Prior

Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, Private Wealth Management specializes in providing clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and endowments.

Service Member
Prior
Awards & Honors
CFP (Certified Financial Planner)
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