Knowledge Powered by experience

Our team helps high-net-worth executives, business owners, and successors of family wealth manage their entire financial situation so they can provide for themselves, their children, and spend more time focusing on what matters most. 

Eliot Simon

Managing Director - Wealth Management
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314-746-4113

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Eliot is a Managing Director–Wealth Management.   He has been with  UBS for 32 years and is the senior partner of the Simon Group which provides wealth management services to high-net-worth individuals and their families throughout the United States.   His team helps executives, retirees, and business owners ensure that they build a holistic financial plan designed to help them reach their goals and objectives while investing for future generations.

 


Registered States:
CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI


Eric Moyer

CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
314-746-4105

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Eric joined the Simon Group in 2016 as a Financial Advisor. He focuses on helping high-net-worth clients develop a financial plan to make smart decisions about preserving, growing, and transferring their wealth. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management AdvisorSM.  Prior to joining the Simon Group, he worked at another financial firm advising clients on  life insurance and other risk management solutions. He is a graduate of the University of Minnesota-Twin Cities. Outside of the office, Eric can be found serving many local and national charities, golfing, and living an active lifestyle.

 


Registered States:
CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, PA, TX, VA, WA, WI


Laci Lou Weatherford

Wealth Strategy Associate
314-746-4162

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As the team lead, Laci is 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. Laci is actively involved with the NephCure Kidney International where she serves as the Fundraising Event Lead for the Midwest Region.

 


Registered States:
CA, CO, FL, GA, IL, MD, ME, MO, MT, NC, NV, NY, VA, WI


Brooke A. Suda

Wealth Management Associate
314-721-6666

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Brooke oversees client administration for The Simon Group and is committed to quality client service. She has earned her Series 7 and 66 licenses. Brooke has more than 10 years experience in the financial services industry.  She was promoted to the Wealth Management Associate role in 2016.  The Wealth Management Associate recognition is given to talented Client Service Associates who support Financial Advisors who are focused on holistic wealth management strategies and marketing efforts including financial planning, banking, insurance and all aspects of delivering wealth management plan.  She graduated with honors from the university of Missouri with a B. S in criminology and criminal justice. 


Registered States:
CA, CO, FL, GA, IL, MD, ME, MO, MT, NC, NV, VA, WI