Tom Baumler, CFP®Vice President, Co-Head Of Office, New Orleans
Tom Baumler, New Orleans, is responsible for strategic financial consulting at the New Orleans, Louisiana and Greenwood Village Colorado offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
Tom has extensive experience in personal, business, estate and insurance planning to support the achievement of a clients’ financial goals.
Tom received his Master’s degree from Colorado State University and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988.
Tom has an easygoing style that translates over to his client service and leadership at the New Orleans and Greenwood Village offices.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.