Managing Director–Wealth Management
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Wealth Strategy Associate
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.
Wealth Strategy Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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