Daniel Berger

Leo Schmid - UBS Financial Services Inc. is a reputable wealth management firm located in Clayton, MO. With a focus on insight-based advice, they prioritize listening to and understanding their clients' priorities and concerns. Their team of experienced professionals works collaboratively with clients to create a comprehensive financial plan that aligns with their vision for the future, helping them confidently pursue their life goals. As an executive director, Leo Schmid is recognized for his expertise in wealth management and is registered in multiple states across the United States. The firm has received accolades, including being named one of Forbes' Best-in-State Wealth Management Teams in 2023 and 2024. With a global footprint and a strong presence in the industry, UBS Financial Services Inc. offers a wide range of products and services to cater to the diverse needs of their clients.Generated from the website

George Bitting, Jr. is a Vice President of Wealth Management at UBS Financial Services Inc. in Clayton, MO. With a focus on insight-based advice, George listens to his clients' priorities and concerns to help them confidently pursue their life goals. He is a registered wealth advisor and enjoys playing golf and tennis in his personal community. UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a history of over 160 years, UBS has proven resilience in guiding clients through various financial challenges and market opportunities. Their formal integration with Credit Suisse further strengthens their ability to support clients' financial goals. UBS offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer, providing a comprehensive range of products and services to meet clients' needs.Generated from the website

UBS Financial Services Inc. is a leading financial institution with a branch office located in St. Louis, MO. With a team of experienced professionals, including Gary Wideman, the Executive Director and Market Director, UBS is dedicated to building lasting relationships with their clients by understanding their priorities and helping them pursue their life goals. With over 38 years of experience in the financial industry, UBS offers quality strategies customized to meet the individual needs of their clients. David Miller, the Director Admin Manager, and Lynn Allgire, the Director Supervisory Officer, are also key members of the team, ensuring excellent client service and implementing service excellence standards. Located on Forsyth Boulevard, UBS Financial Services Inc. is committed to being the primary source of financial advice for individuals in the St. Louis area.Generated from the website