Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Women-multigen family

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Altaf Merchant

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

          8027 Forsyth Boulevard
          10th Floor / Suite 1010
          Clayton, MO 63105
          altaf.merchant@ubs.com
          Altaf Merchant
          8027 Forsyth Boulevard,Clayton,MO,63105
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          Patricia Collins

          Wealth Management Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • MD
          • MI
          • MO
          • NC
          • NM
          • NY
          • OH
          • OK
          • PA
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

                8027 Forsyth Boulevard
                10th Floor / Suite 1010
                Clayton, MO 63105
                patricia.collins@ubs.com
                Patricia Collins
                8027 Forsyth Boulevard,Clayton,MO,63105

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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              Turn possibilities into a plan

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              A leading global wealth manager

              LA Skyline

              The first 100 days

              Is your portfolio ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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