Financial planning and beyond

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Paul Miller, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Paul joined UBS in 2009. Smith Barney 1991 to 2009. Began at Merrill Lynch in 1985. Certified Financial Planner (CFP) since 1990. Certified Investment Management Analyst (CIMA) certification from The Wharton School of Business. B.A. from Drake University M.B.A. from Southern Illinois University. Paul likes to spend his spare time on community projects. He is a mentor with Mentor St. Louis. He is on the Boards of Focus St. Louis, Boys and Girls Club of St. Louis, and Mentor St. Louis. He volunteers for many community organizations. Paul and his wife Laura have two grown children.

      • Drake University, B.A.
      • Southern Illinois University, M.B.A.
      • Wealth Advisor
      One N Brentwood Boulevard
      Shaw Park Plaza
      St Louis, MO 63105
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      Robert Mooney

      First Vice President–Wealth Management

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      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MO
      • MS
      • NC
      • NY
      • OK
      • OR
      • PA
      • TN
      • TX
      • VT
      • WA

      Rob joined UBS in 2009. He began his financial services career at Smith Barney and worked there from 1994 to 2009. Prior to this, Rob was an Associate Director at the Yale Alumni Fund and served in the U.S. Navy. He graduated from Tulane University in New Orleans, LA, with a B.A. in Political Science. Active in the community, Rob is a past Chairman of the Board of Therapeutic Horsemanship, one of the nation’s oldest and largest therapeutic riding centers. He serves on the Board of St. Louis Benefit Polo and is a multiple recipient of the President’s Volunteer Service Award.  Rob is a mentor with American Corporate Partners.

        • Tulane University in New Orleans, LA, B.A. in Political Science
        • Portfolio Manager
        • Wealth Advisor
        One N Brentwood Boulevard
        Shaw Park Plaza
        St Louis, MO 63105
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        Maria Briggs, CFP, CIMA

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MO
        • NC
        • NJ
        • NY
        • OH
        • OK
        • OR
        • SC
        • TX
        • UT
        • VA

        Maria has 27 years of experience in financial services. She earned both her MBA and BSBA at Washington University in Finance and Economics, and holds both the Investment Management Analyst Certification from Wharton as well as the Certified Financial Planner designation. She is a member of the Investment Management Consultants Association and Financial Planning Association and is recognized as one of America’s Top Financial Planners. Also active in the community, she has been the recipient of the President’s Volunteer Service Award and selected for Leadership St. Louis 2008-2009.

          • Washington University, MBA, BSBA in Finance and Economics
            One N Brentwood Boulevard
            Shaw Park Plaza
            St Louis, MO 63105
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            Gena O'Laughlin

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • KS
            • MA
            • MO
            • NC
            • OH
            • OR
            • SC
            • TX
            • UT
            • VA

            Gena has been in the securities business for 25 years starting at EF Hutton in 1985 as the new accounts clerk. Gena's initiative has led to increased stature and responsibility in the financial services industry. She has been an integral part of The Omega Group since 2004. Gena holds Series 6,7, and 63 securities licenses. Gena assists clients with all aspects of client service.

                  One N Brentwood Boulevard
                  Shaw Park Plaza
                  St Louis, MO 63105

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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.

                Learn more at ubs.com/wealthway.

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