Your lasting legacy

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Eliot Simon

Managing Director–Wealth Management

Registered States:
  • AL
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • NE
  • NV
  • NY
  • OH
  • OR
  • PA
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
  • (314) 746-4113

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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