The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Michael Roy

Senior Vice President–Wealth Management

Financial Advisor

Michael Roy has been a Financial Advisor for over twenty seven (27) years.  Michael joined UBS Financial Services, Inc. in August of 2006 following 19 years of previous employment at Morgan Stanley and Smith Barney.  Prior to his investment profession, Michael earned an All-American Selection for Baseball in 1983.  He then went on to play two (2) years of professional baseball for the Minnesota Twins organization.  In 1985, Michael received his B.A. from Western Kentucky University where he was a member of the Dean's List at the university. In 1997 Michael was named Senior Vice President in recognition of his outstanding services to his clients and the industry.  He focuses on Personal Wealth Management, Retirement Planning*, Money Manager Consulting Services, as well as the Design/Implementation of Qualified Retirement Plans for Corporate, Small Business and or Self-Employed Clientele. Michael is a native of Waterloo, Illinois and currently resides in Eureka, Missouri with Cindy, his wife and their children Rebekah (21) and Alexander (16).

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • KS
  • KY
  • MI
  • MO
  • MS
  • NC
  • ND
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
17107 Chesterfield Airport Rd
Suite 200
Chesterfield, MO 63005
  • (636) 534-2626

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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