Lasting relationships

Understanding what matters most to you

Oculus

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.

Globe

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gary Wideman

    Gary Wideman

    Executive Director

    Market Director

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    • 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

          David Miller

          Director

          Admin Manager

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          • IL
          • KS
          • MO


          • 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

                8027 Forsyth Boulevard
                10th Floor / Suite 1010
                Clayton, MO 63105
              • Lynn Allgire

                Lynn Allgire

                Director

                Supervisory Officer

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                • 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

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

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                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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