Cima Carter Baumert Email & Phone Number | I have been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in February of 2004. My focus on helping Ultra High Net Worth families and Institutional business in the qualified plan space began in the late 1980s and has been instrumental in helping them meet specifically defined financial goals. My approach to Wealth Management is driven by the belief that the role of an advisor is to assist in all aspects of helping the client solve financial problems by providing options for efficient and effective solutions. I offer solutions that accurately reflect each client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. I also thoroughly address discussions surrounding both sides of a client and their business's balance sheet including lending solutions, qualified retirement plan solutions, proactive portfolio guidance and numerous thoughts on assisting clients effectively execute the sale of a private business or raise capital. Having attended the University of Oklahoma, I graduated from Oklahoma City University, playing golf for the Stars, with a degree in Economics. I currently serve on the Board of Directors for the Latino Community Development Agency, The Meinders School of Business Advisory Board at Oklahoma City University, and am Chairman Emeritus and a current Board Member of the Oklahoma Make-A-Wish Foundation. I also participate in various Philanthropic activities with my peers under the Bank of America/Merrill umbrella, including Walk for Alzheimer's and Habitat for Humanity. My wife, Cara, and I live in Edmond, OK and have three children Lauren, Mackenzie and Garrett.

Cima Carter Baumert

I have been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management...
Oklahoma City, Oklahoma, United States

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Cima Carter Baumert’s Email carter_baumert@ml.com

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Cima Carter Baumert’s Location Oklahoma City, Oklahoma, United States

Cima Carter Baumert’s Current Industry Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Senior Resident Director - Wealth Management Advisor, Senior Vice President

2004-02-01 00:00:00 - Present

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FAQ About Cima Carter Baumert

Cima Carter Baumert is located at
Oklahoma City, Oklahoma, United States

Cima Carter Baumert is a I have been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in February of 2004. My focus on helping Ultra High Net Worth families and Institutional business in the qualified plan space began in the late 1980s and has been instrumental in helping them meet specifically defined financial goals. My approach to Wealth Management is driven by the belief that the role of an advisor is to assist in all aspects of helping the client solve financial problems by providing options for efficient and effective solutions. I offer solutions that accurately reflect each client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. I also thoroughly address discussions surrounding both sides of a client and their business's balance sheet including lending solutions, qualified retirement plan solutions, proactive portfolio guidance and numerous thoughts on assisting clients effectively execute the sale of a private business or raise capital. Having attended the University of Oklahoma, I graduated from Oklahoma City University, playing golf for the Stars, with a degree in Economics. I currently serve on the Board of Directors for the Latino Community Development Agency, The Meinders School of Business Advisory Board at Oklahoma City University, and am Chairman Emeritus and a current Board Member of the Oklahoma Make-A-Wish Foundation. I also participate in various Philanthropic activities with my peers under the Bank of America/Merrill umbrella, including Walk for Alzheimer's and Habitat for Humanity. My wife, Cara, and I live in Edmond, OK and have three children Lauren, Mackenzie and Garrett.