Experience

For over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations. Bud is a lifelong learner whose intellectual curiosity is pressed to service our clients. He uses UBS connections and resources as well as highly competent teammates at KWM Group to provide clients a comprehensive family office solution. Through planning, Bud helps his clients focus on the goals they want to achieve today while instilling confidence in the future and the legacy they hope to leave behind.

Bud's experience and unwavering commitment to helping his clients make the right choices has earned him multiyear recognition.

Bud holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the St. Louis Society of Financial Analysts. He earned an M.B.A. in finance from the University of Missouri and a B.S. in mechanical engineering from the University of Illinois. Bud holds an airline transport pilot license with a Cessna CE-525 type rating.

Greg joined King Wealth Management in 2000. Prior to joining the firm, he was an attorney in private practice for six years, focusing primarily on ERISA and other pension and employee benefit-related issues. In addition to serving the needs of corporate retirement plans and individual clients, Greg leads the group’s insurance and annuity new business and reviews.

Greg graduated with honors from the University of Arkansas School of Law, where he was a member of the Arkansas Law Review. He holds a B.S.B.A. in finance and banking from the University of Missouri.

Senior Retirement Plan Consultant

Tim joined UBS in 2009 after beginning his career at Merrill Lynch. He is a Certified Financial PlannerTM professional who focuses on comprehensive financial planning and helps clients develop and implement strategies to achieve their financial goals. Tim holds the CEPA® (Certified Exit Planning Advisor) designation – working with business owners throughout their transition process. Tim also specializes in the management of corporate retirement plans. He assists retirement plan sponsors in meeting their fiduciary responsibilities—including provider and platform search, asset allocation and investment selection—and provides ongoing education programs directly to employees.

Tim is a graduate of Butler University, where he was a member of the men’s soccer team. He and his wife Mary Kate live in The Hill neighborhood of St. Louis with their 4 children. He is very active within his community and can usually be found watching or coaching his children’s sports.

Leo's career in the financial services industry spans forty years. After first receiving an undergraduate degree in economics from Vanderbilt University, he then continued on to Washington University where he earned his MBA in finance. This led him into the securities industry where he began his career with the New York investment bank, Blyth, Eastman Dillon. He then built his business assisting high net worth individuals and institutions with their financial needs at his subsequent firm, Kidder Peabody & Co. This led him into branch management for the next eighteen years where he was the resident manager for the primary office of Kidder Peabody, PaineWebber and UBS. Ultimately, he returned to working with individual clients full-time, assisting them in attaining their financial goals.

Tony joined King Wealth Management in 2017 and initially focused on investment strategy, research, and trading. In 2021, Tony was promoted to Financial Advisor and now focuses on delivering UBS’ vast resources to clients including through Retirement, Philanthropic and Estate Planning, Tax-Optimized Investment Strategies and Asset Allocations, Structured Products, Sustainable Investing, and Alternative Investments. Tony leads the KWM Investment Committee to track and recommend investment strategies and asset allocation targets to Bud, the group’s managing director.

Tony holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and CFA Society St. Louis. He graduated magna cum laude from the University of Missouri with a B.S.B.A. emphasis in Finance and Banking.

Altaf is a seasoned wealth advisor with over two decades of experience in the industry. He has dedicated his entire career to serving clients at UBS, where he has honed his expertise in building personal relationships and understanding the unique wants and needs of each client.

Altaf takes great pride in helping his clients navigate through various life stages and implementing tailored plans to build generational wealth. He guides them through the phases of asset accumulation, wealth preservation, and the seamless transfer of wealth to the next generation. Altaf is committed to ensuring his clients are well-informed about their financial position. By providing education, guidance, and comprehensive reviews he empowers his clients to make informed decisions that align with their financial goals.

With a genuine passion for helping others achieve financial success, Altaf is a trusted advisor who goes above and beyond to deliver exceptional service and results.

Altaf graduated magna cum laude with a B.S. from the Southern Illinois University. Altaf played four years of collegiate tennis and was on the All-Conference Missouri Valley academic and tennis team. Prior to college tennis, Altaf represented India in the Orange Bowl, was a National Champion and 2x Masters Champion in India. Altaf has now transitioned his competitiveness to pickleball. In 2023, Altaf was the top Senior Pro Pickleball player with an undefeated season and has won the US Open and National Championships. 

Donna brings 40-plus years of professional experience in the securities industry to her role; manager of team's client services and administration. She works closely with all team members and interacts with the firm's support operations. She uses her excellent organizational skills to track all work in progress.  She develops procedures and processes, coordinates all assignments and insures they are in alignment with KWM's and the firm's policies, rules and procedures.

In 1986, Donna began working with Bud King.  Before that she was an Operations Manager, then a Branch Manager assistant in Arizona where she earned her 7 and 63 registrations.  She works closely with Bud, Team Leader, and handles the day-to-day detail that makes the team run smoothly in its effort to serve clients.  She has an excellent rapport with clients and serves as the go-to person who clients frequently contact on operational and administrative matters.

Kelly joined the financial services industry and King Wealth Management in 2010. She helps clients open new accounts, facilitates account paperwork and responds to questions related to online services. Kelly is a graduate of Saint Louis University with a bachelor’s degree in elementary education. Kelly holds her Series 7 and 66 Securities Licenses.

Chris graduated cum laude from the University of Dayton with a B.S. in business administration, majoring in finance with an investment management concentration with a minor in management information systems. Prior to joining UBS, Chris interned with the Federal Reserve Bank of Dallas during summer 2020. In college, he served on the board of directors and as an analyst on the financials, real estate and industrial sector team for the Flyer Investment Fund, the country’s second-largest student-run equity fund.

Chris works close with our advisors to implement and execute advisory solutions for our clients.  He acts as the team’s lead trader.  Chris holds his Series 7 and 66 securities licenses.

Patti joined the financial services industry in 2006 as a customer service associate and began her career at UBS in 2012.  She holds her Series 7 and 66 securities licenses.  Patti assists the team in onboarding new clients, team compliance with state registrations and insurance licensing and a variety of administrative and specialized customer service duties.  She enjoys working with each client personally and getting to know their individual needs. 

Patti lives in St. Charles, Missouri with her husband Mark.  In her free time she enjoys playing in the New Town pickleball league, spending time with her three children and three grandchildren, attending their sporting events, travelling with her family and floral arranging.