Let's move forward. Together.

[FOC] Man walking up stairs

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

    Senior Vice President–Wealth Management

    Financial Advisor

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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
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
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          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.

              Why does A.I. in space matter?

              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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