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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
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    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
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    • MA
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    • 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.

              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

              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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