A plan for today, tomorrow and generations to come

• AZ
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• IL
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• MA
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• NY
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Charlie Medelberg has nearly four decades of experience serving as a Financial Advisor, in which he focuses on listening and determining what is truly most important to his clients to understand their entire financial picture. This holistic approach includes providing personalized wealth management advice on investments, insurance, lending solutions, educational funding, as well as retirement and estate planning strategies. He is committed to helping his clients understand both sides of their personal balance sheet. Prior to joining UBS, Charlie spent 15 years working as a Financial Advisor at Morgan Stanley and 20 years with Merrill Lynch.

 Charlie received a bachelor’s degree in Banking & Finance from the University of Missouri and holds the Series 7 and 63 licenses. He is passionately committed to his community and has worked with a number of local charitable organizations including the Ronald McDonald House, The Covering House, and Logos School. Charlie enjoys traveling and experiencing all that the United States has to offer with his wife and two daughters.

• AZ
• CA
• CO
• FL
• HI
• IA
• IL
• IN
• KS
• KY
• MA
• MI
• MO
• NC
• NM
• NY
• OR
• SC
• TN
• TX
• VT
• WI

Stacey Koziatek has 20 years of experience providing financial and wealth management guidance and services. As a Financial Advisor, Stacey works to deliver personalized advice and solutions tailored to each client’s individual needs and goals. She is also responsible for coordinating and managing the team’s outreach strategies. Prior to joining UBS, Stacey served as a Financial Advisor with Morgan Stanley for five years. Previously, she worked as a Registered Private Wealth Associate at Merrill Lynch for 13 years.  

Stacey holds the Series 7, 66 and 31 FINRA registrations and is insurance licensed. Outside of the office, Stacey is very involved in her community and is an active member of her local Chamber of Commerce. She enjoys doing charitable work and is a supporter of the Make-A-Wish Foundation and St. Jude. Her other passions include teaching and practicing yoga as well as spending time with her three children.

California insurance license #4526210

Drew Scott is a Client Associate with The Medelberg Group, where he supports clients and helps deliver the exceptional service experience the team strives to provide. He works closely with advisors and clients on a variety of wealth management and client service initiatives, helping ensure a seamless and responsive experience.

Drew graduated from the University of Wisconsin–Madison with a degree in Personal Finance. During his senior year, he gained valuable industry experience working with a UBS wealth management team in Madison, developing a strong foundation in client service, financial planning, and wealth management.

Known for his attention to detail and commitment to helping others, Drew is passionate about building meaningful relationships and supporting clients as they work toward their financial goals.

Outside of the office, Drew enjoys staying active by running in Forest Park and spending time with family and friends. Although he grew up in Northern Illinois, he is a loyal St. Louis Cardinals fan and can often be found cheering on the Redbirds throughout the season.