A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Gary Wideman

Executive Director

Market Director
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- IL
- KY
- MI
- MN
- MO
- OH
- TN
- TX
- WA
Gary is the Executive Director and Market Director of the UBS offices in Clayton and Chesterfield Missouri. Having been in the financial industry for over 38 years, he's held a number of roles starting with being a Financial Advisor for 17, and Management positions thereafter. He knows his Advisors and their priorities, and prides himself in supporting their success in many ways.

Gary often likens the financial services industry to another of his passions - the sports world. He points to parallels like the highs, the lows, the challenges and mental preparation. He holds the FINRA Series 7, 9, and 10 licenses, and insurance licenses.

He earned a MBS from Lindenwood University after receiving his undergraduate degree in Business from Central Methodist University in 1977. Gary has also served on the board of a number of St. Louis charities; he was a past President of the Board of Governors at the Missouri Athletic Club, a past member of the University of Missouri - St. Louis International Business Advisory Board, and a former board member of St. Louis AAA Amateur Blues and Hockey Board of Directors.

Gary lives in St. Louis with his wife Julie, and has three grown children
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
David Miller

Director

Admin Manager
View bio
- IL
- KS
- MO
- Administrative Manager
- Joined UBS in 2000
- 40 years of industry experience
- Manage administrative support staff, coach and educate all employees on administrative policies and procedures, implement service excellence standards.
- Holds FINRA Series 7, 9, 10, 63 and 65
- Obtained the Certified Financial Planner (CFP) designation in 2014
- B.S. in Finance and Management Information Systems
- Southern Illinois University
- CERTIFIED FINANCIAL PLANNER™
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
Lynn Allgire

Director

Supervisory Officer
View bio
- IA
- IL
- KS
- MN
- MO
- ND
- NE
- OK
- SD
- WI
• Joined UBS in 1990

• 32 years of industry experience

• Focus: strategic alignment of the complex, service excellence, creating a UBS experience

• Holds FINRA Series 3, 7, 8, 63, 65

• B.S, marketing

• Southern Illinois University
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105

Gary Wideman

Executive Director

Market Director
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- IL
- KY
- MI
- MN
- MO
- OH
- TN
- TX
- WA
Gary is the Executive Director and Market Director of the UBS offices in Clayton and Chesterfield Missouri. Having been in the financial industry for over 38 years, he's held a number of roles starting with being a Financial Advisor for 17, and Management positions thereafter. He knows his Advisors and their priorities, and prides himself in supporting their success in many ways.

Gary often likens the financial services industry to another of his passions - the sports world. He points to parallels like the highs, the lows, the challenges and mental preparation. He holds the FINRA Series 7, 9, and 10 licenses, and insurance licenses.

He earned a MBS from Lindenwood University after receiving his undergraduate degree in Business from Central Methodist University in 1977. Gary has also served on the board of a number of St. Louis charities; he was a past President of the Board of Governors at the Missouri Athletic Club, a past member of the University of Missouri - St. Louis International Business Advisory Board, and a former board member of St. Louis AAA Amateur Blues and Hockey Board of Directors.

Gary lives in St. Louis with his wife Julie, and has three grown children
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
David Miller

Director

Admin Manager
View bio
- IL
- KS
- MO
- Administrative Manager
- Joined UBS in 2000
- 40 years of industry experience
- Manage administrative support staff, coach and educate all employees on administrative policies and procedures, implement service excellence standards.
- Holds FINRA Series 7, 9, 10, 63 and 65
- Obtained the Certified Financial Planner (CFP) designation in 2014
- B.S. in Finance and Management Information Systems
- Southern Illinois University
- CERTIFIED FINANCIAL PLANNER™
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
Lynn Allgire

Director

Supervisory Officer
View bio
- IA
- IL
- KS
- MN
- MO
- ND
- NE
- OK
- SD
- WI
• Joined UBS in 1990

• 32 years of industry experience

• Focus: strategic alignment of the complex, service excellence, creating a UBS experience

• Holds FINRA Series 3, 7, 8, 63, 65

• B.S, marketing

• Southern Illinois University
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105

Your life, wealth and future

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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In invested assets globally
As of 11/07/2023

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A plan for today, tomorrow and generations to come

Gary Wideman

David Miller

Lynn Allgire