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 Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • 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

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.

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As of 03/31/2024

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