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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice for business owners

Multi-generational families

Executive decisions

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The rising generation in a new world

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Three generations in front yard

Your primary source for financial advice

  • Eliot Simon

    Eliot Simon

    Managing Director–Wealth Management

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MD
    • ME
    • MN
    • MO
    • MT
    • NC
    • NE
    • NV
    • NY
    • OH
    • OR
    • PA
    • TX
    • VA
    • WA
    • WI

    Eliot is a Managing Director-Wealth Management, a title reserved for only a select group of successful financial advisors. He has been with UBS for over 35 years and is the senior partner of The Simon Group. Eliot works with a limited number of high-net-worth executives, business owners, and retirees throughout the United States. It is his goal to ensure his clients' build a holistic financial plan designed to help them reach their goals and objectives while investing for future generations. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        8027 Forsyth Boulevard
        10th Floor / Suite 1010
        Clayton, MO 63105
      • Eric Moyer

        Eric Moyer

        Account Vice President

        Financial Advisor

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        • AL
        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MD
        • ME
        • MN
        • MO
        • MT
        • NC
        • NE
        • NV
        • NY
        • OH
        • OR
        • PA
        • TX
        • VA
        • WA
        • WI

        Eric joined The Simon Group in 2016 and focuses on helping high-net-worth executives, business owners, and successors of family wealth plan all aspects of their financial lives. He is a CFP® Professional and Chartered Advisor in Philanthropy® which allows Eric to effectively help his clients strategically plan beyond just their investments. 

        Outside of work:

        Eric is the Past Board President for Kids In the Middle and sits on numerous other committees at local and national nonprofits. Ask him about his philanthropy! He loves talking about good causes. 

         

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • University of Minnesota-Twin Cities
        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Wealth Management Advisor℠
        • Chartered Advisor in Philanthropy®
        8027 Forsyth Boulevard
        10th Floor / Suite 1010
        Clayton, MO 63105
      • Laci Weatherford

        Laci Weatherford

        Wealth Strategy Associate

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        • CA
        • CO
        • FL
        • GA
        • IL
        • MD
        • ME
        • MO
        • MT
        • NC
        • NV
        • NY
        • WI

        Laci is the team lead, responsible for continuously strengthening client relationships through proactive communication and helping them navigate any issues. She facilitates the team's comprehensive financial planning and directs all trading operations including: Equities, Exchange traded funds, Mutual funds, and Alternative investments. Laci has 18 years of experience in finance and has spent 14 of those working with The Simon Group.

        Outside of work:

        Laci is actively involved with the NephCure Kidney International where she serves as the Fundraising Event Lead for the Midwest Region.

         

              8027 Forsyth Boulevard
              10th Floor / Suite 1010
              Clayton, MO 63105
            • Brooke Suda

              Brooke Suda

              Wealth Management Associate

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              • CA
              • CO
              • FL
              • GA
              • IL
              • MD
              • ME
              • MO
              • MT
              • NC
              • NV
              • WI

              Brooke oversees all client administration and reporting for The Simon Group. She brings more than 14 years of financial services experience to the team. She prides herself on building strong connections with clients while delivering exceptional client services. In 2016, Brooke was recognized as a Wealth Management Associate, which is given to talented Client Service Associates who support financial advisors focused on holistic wealth management strategies. 

              Outside of work:

              Brooke is involved in her community and volunteers with local events. She enjoys traveling with her husband, physical fitness, and spending time with her amazing family and friends.  

               

                • University of Missouri, B.S. in Criminology and Criminal Justice
                  One N Brentwood Boulevard
                  Shaw Park Plaza
                  St Louis, MO 63105

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                As of 11/07/2023

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