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

A graduate of Butler University, Tim joined UBS in 2009 after beginning his career at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™ who focuses on comprehensive financial planning and helps clients develop and implement strategies to achieve their financial goals. 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, investment selection, and provides ongoing education programs directly to employees.

Larry’s career spans four decades in the financial services industry. Upon his graduation from Boston University, his first place of employment was at a boutique investment bank, Herzfeld & Stern, in New York City. Three years later, he and his wife moved to her hometown, St. Louis, where Larry began working for Merrill Lynch. He held various roles over the years, including a branch manager job at Oppenheimer & Co., before joining UBS in 2011. Although his investment career spans 40 years, Larry has had only one job: managing money.

The need for and value of professional advice that draws on extensive experience has seldom been as high as it is today. As a steward of your capital, Larry emphasizes that his first and only priority is the financial well-being of his clients. He believes that a successful advisor is one who guides investors from concern and confusion to clarity and confidence.

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 graduated magna cum laude from the University of Missouri in 2015 with a B.S.B.A. emphasis in Finance and Banking and holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and CFA Society St. Louis. From 2017 – 2021, Tony primarily covered investment strategy, research, and trading for the King Wealth Management team. In 2021, Tony was promoted to Financial Advisor focusing on Rising Generation Advisory, Financial Planning, Sustainable Investing, and Family Advisory & Philanthropy.

Tony leads the KWM Investment Committee which tracks investment models and presents trade ideas to Bud, KWM’s managing director.

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.

Boya joined King Wealth Management in September 2022. She previously worked for AIG and was most recently at Charles Schwab as a licensed service representative. Boya graduated from Retsumeikan University in Japan with a degree in Asia Pacific studies and received her M.B.A. from the University of Missouri. She holds her Series 7 and 66 securities licenses. Boya passed her Level 2 CFA exam in 2022.