Executive Director
Market Director
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
Director
Admin 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
Director
Supervisory Officer
Education
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA