The right moves for your financial future

Our team believes that success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Charlie Medelberg

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
17107 Chesterfield Airport Rd
Suite 200
Chesterfield, MO 63005

Email Me

charlie.medelberg@ubs.com
Charlie Medelberg
17107 Chesterfield Airport Rd,Chesterfield,MO,63005

Stacey Koziatek

Financial Advisor

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.

 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
17107 Chesterfield Airport Rd
Suite 200
Chesterfield, MO 63005

Email Me

stacey.koziatek@ubs.com
Stacey Koziatek
17107 Chesterfield Airport Rd,Chesterfield,MO,63005

Will Sellenriek

Client Associate

Prior to joining UBS, Will began his career with Morgan Stanley in April of 2023. Upon graduating from the University of Missouri-Columbia in 2022 with a B.A. Finance & Banking, Will started off his professional career as a FA, and is now a Client Associate with the Medelberg Group. He currently holds his Series 7, 63, 65 FINRA registrations and is insurance licensed.

Will is looking to become more involved in his community over the next couple years while continuing to golf and be able to hang out with his family.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
17107 Chesterfield Airport Rd
Suite 200
Chesterfield, MO 63005

Email Me

will.sellenriek@ubs.com
Will Sellenriek
17107 Chesterfield Airport Rd,Chesterfield,MO,63005