Understanding

Comes from experience

Financial complexity is a matter of perception and experience. We simplify our client's lives.

Paul Miller, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Drake University, B.A.
  • Southern Illinois University, M.B.A.

Credentials

  • Wealth Advisor
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105

Email Me

paul.miller@ubs.com
Paul Miller, CFP, CIMA
8027 Forsyth Boulevard,Clayton,MO,63105

Robert Mooney

First Vice President–Wealth Management

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.

Registered States:
  • CA
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MO
  • MS
  • NC
  • NY
  • OK
  • OR
  • PA
  • RI
  • TX
  • VT
  • WA

Education

  • Tulane University in New Orleans, LA, B.A. in Political Science

Credentials

  • Portfolio Manager
  • Wealth Advisor
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105

Email Me

robert.mooney@ubs.com
Robert Mooney
8027 Forsyth Boulevard,Clayton,MO,63105

Maria Briggs, CFP, CIMA

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • SC
  • TX
  • VA
  • WA
  • WA
  • WI
  • WI

Education

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

Email Me

maria-za.anderson@ubs.com
Maria Briggs, CFP, CIMA
One N Brentwood Boulevard,St Louis,MO,63105

Gena O'Laughlin

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KS
  • MA
  • MO
  • NC
  • OH
  • OR
  • SC
  • TX
  • VA
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105

Email Me

gena.olaughlin@ubs.com
Gena O'Laughlin
8027 Forsyth Boulevard,Clayton,MO,63105