Clayton, MO Office

Douglas Gast is a financial advisor at UBS Financial Services with 55 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Eric Moyer is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves as treasurer for Kids in the Middle, an organization providing affordable counseling to children of divorced parents, and is a member of the board of directors for Conversation Builds Character, a charity focused on improving communication and social behavior in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Kelly Fritz is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor strategies. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Leo Schmid is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with UBS since 1995. Schmid also serves as a trustee for Mancicni Trust, where he is involved in investing activities for compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Gregory Shurts is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. for eight years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Christopher Booker is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His background includes time spent with the XFL Houston Roughnecks and roles in academic institutions such as Ohio State University and the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor client strategies.

Bernard King is a CFA® charterholder with 43 years of industry experience. He has been with UBS Financial Services since 1995. Outside of his advisory work, he is a partner in several business ventures including aviation, sports facilities, agriculture, and a family foundation. He also serves as an advisor to The Foundation for Barnes-Jewish Hospital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients' goals and risk tolerances.

Elizabeth Beauboeuf is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 65 and Series 63 licenses and having nine years of industry experience. She worked at Plancorp, LLC from 2014 to 2020 before joining UBS in 2020. She has an ownership interest in a local restaurant business held through a qualified spousal trust but does not participate in its management. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

David Miller is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a baseball and softball umpire for the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Sean Muncy is a Series 66-licensed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2019. He previously worked at Bank of America and Merrill. Outside of his advisory role, Muncy teaches local youth ice hockey during the summer and serves as a director on the board of the St. Louis AAA Blues nonprofit, where he assists with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Robert Gast is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets and lending programs.

Alexander Wideman is a financial advisor at UBS Financial Services in Clayton, MO, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he has held various roles connected to hockey organizations, including ownership and operation of Wideman Brothers Hockey School, an ice hockey camp teaching skills and fundamentals to youth players. Wideman manages the camp alongside his brother in Brentwood, Missouri. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and capital markets services.

Anthony King is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2017, previously working at TekCollect. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Andrew Mclaughlin is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Plancorp, LLC and Merrill. Outside of his advisory role, he serves on the boards of the Alzheimer’s Association of St. Louis and the Buddy Fund, and teaches wealth management classes for the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management offerings, providing a broad set of services including discretionary portfolio management and capital markets activities.

Eliot Simon is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with UBS since 1985. Simon served as a member of the board of directors for a local condominium association from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advice based on proprietary research and model-based asset allocation.