The way forward

Today, tomorrow and for generations to come

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Your primary source for financial advice

Successful executives, business owners, and next generations of family wealth need comprehensive financial planning and investment management solutions that fit their often complex needs. Many advisors can offer wealth management solutions, but not everyone will take the time to understand how they can bring all of these solutions to their client's. Our holistic approach and ability to deliver the full resources of one of the world's largest wealth management firms gives us a perspective to provide tailored advice for today, tomorrow, and future generations.

  • Eliot Simon

    Eliot Simon

    Managing Director–Wealth Management

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • MD
    • ME
    • MN
    • MO
    • MT
    • NC
    • NE
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • 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. 

          One N Brentwood Boulevard
          Shaw Park Plaza
          St Louis, 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
          • NJ
          • NV
          • NY
          • OR
          • PA
          • TX
          • VA
          • WA
          • WI

            • University of Minnesota-Twin Cities
            • CERTIFIED FINANCIAL PLANNER™
            • Accredited Wealth Management Advisor℠
            One N Brentwood Boulevard
            Shaw Park Plaza
            St Louis, 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.

             

                  One N Brentwood Boulevard
                  Shaw Park Plaza
                  St Louis, 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

                    We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

                    Three generations in front yard
                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Philanthropy

                    Philanthropy

                    How can you be more certain in an uncertain market?

                    Let's put your plan in place, for today, tomorrow and for generations to come

                    You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager