Experience Makes all the difference

King Wealth Management abides by one guiding principle: We are hands on advisors focused entirely on you. That means that the recommendations we deliver and the unbiased guidance we provide, reflect your input, your intentions and most important, your overall financial well-being.

Bernard J. "Bud" King, CFA®

Managing Director - Investments
Private Wealth Advisor
314-746-4118
bud.king@ubs.com
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For more than 30 years, Bud has been successfully delivering unbiased wealth management guidance and independent thinking to both individual and institutional clients, including employer benefit plans and charitable foundations. Bud holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the St. Louis Society of Financial Analysts. He earned an M.B.A. in finance from the University of Missouri and a B.S. in mechanical engineering from the University of Illinois. “When it comes to helping clients pursue their goals, my ears are my best resource.”


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Gregory Power, CIMA®

Financial Advisor
Private Wealth Advisor
314-746-4165
gregory.power@ubs.com

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Greg joined King Wealth Management in 2000. Prior to joining the firm, Greg was an attorney in private practice for six years, focusing primarily on ERISA and other pension and employee benefit-related issues. He provides manager and security research for the KWM Group. Greg graduated with honors from the University of Arkansas School of Law, where he was a member of the Arkansas Law Review. He holds a B.S.B.A. in finance and banking from the University of Missouri.


Registered States:
AZ, CA, CO, FL, GA, IA, IL, KS, LA, MA, MD, MI, MO, NY, OH, TN, TX, UT, WA


Timothy J. Torretta, CFP®

Financial Advisor
Senior Retirement Plan Consultant
314-746-4168
timothy.torretta@ubs.com

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A graduate of Butler University, Tim joined UBS in 2009 after beginning his career at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™ who focuses on comprehensive financial planning and helps clients develop and implement strategies to achieve their financial goals. Tim also specializes in the management of corporate retirement plans. He assists retirement plan sponsors in meeting their fiduciary responsibilities, including provider and platform search, asset allocation, investment selection, and provides ongoing education programs directly to employees.


Registered States:
CA, CO, FL, IA, IL, IN, MO, NJ, NM, OH, SC, TX, WA, WI


Lawrence Badler

Senior Vice President - Wealth Management
314-746-4145
lawrence.badler@ubs.com
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Larry's career spans four decades in the financial services industry. Upon graduation from Boston University, his first place of employment was at a boutique investment bank, Herzfeld & Stern, in New York City. Three years later, he and his wife moved to her hometown, Saint Louis, where Larry began working for Merrill Lynch. He held various roles over the years, including a branch manager job at Oppenheimer & Co., before joining UBS in 2011. Although his investment career spans forty years, Larry has had only one job: managing money.

 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MI, MO, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WY


Leo B. Schmid

Executive Director
Financial Advisor
314-746-4115
leo.schmid@ubs.com
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Leo's career in the financial services industry spans forty years. After first receiving an undergraduate degree in economics from Vanderbilt University, he then continued on to Washington University where he earned his MBA in finance. This led him into the securities industry where he began his career with the New York investment bank, Blyth, Eastman Dillon. He then built his business assisting high net worth individuals and institutions with their financial needs at his subsequent firm, Kidder Peabody & Co. This led him into branch management for the next eighteen years where he was the resident manager for the primary office of Kidder Peabody, PaineWebber and UBS. Ultimately, he returned to working with individual clients full-time, assisting them in attaining their financial goals.

 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MI, MO, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Madonna "Donna" Walker Pfeiffer

Investment Associate
314-746-4140
madonna.walker@ubs.com

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Donna brings 35-plus years of professional experience in the securities industry to her role; manager of team's client services and administration. She works closely with all team members and interacts with the firm's support operations. She uses her excellent organizational skills to track all work in progress.  She develops procedures and processes, coordinates all assignments and insures they are in alignment with KWM's and the firm's policies, rules and procedures.

In 1986, Donna began working with Bud King.  Before that she was an Operations Manager, then a Branch Manager assistant in Arizona where she earned her 7 and 63 registrations.  She works closely with Bud, Team Leader, and handles the day-to-day detail that makes the team run smoothly in its effort to serve clients.  She has an excellent rapport with clients and serves as the go-to person who clients frequently contact on operational and administrative matters.


Registered States:
AZ, CO, FL, IL, MO, NJ, NM, NV


Kelly M. Fritz

Wealth Management Associate
314-746-4143
kelly.fritz@ubs.com

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Kelly joined the financial services industry and King Wealth Management in 2010.  She assists clients opening new accounts, facilitates account paperwork and responds to questions related to online services.  Kelly is a graduate of Saint Louis University with a bachelor's degree in elementary education.


Registered States:
AZ, CA, FL, IL, KY, MO, NJ, NM, NV, PA, TX, WA


Anthony W. "Tony" King

Wealth Strategy Associate
314-746-4106
tony.king@ubs.com

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Tony graduated magna cum laude from the University of Missouri with a B.S.B.A in Finance and Banking and has passed the CFA Level I exam. After interning with King Wealth Management in college, he joined the team full time in early 2017. A self-described math and computer nerd, Tony leverages all available technologies to assist the team in investment model management, investment research, trading, and asset allocation.  Tony is among the firm's top users of Aladdin Wealth, a state-of-the-art risk management tool designed to track detailed risk metrics of clients' portfolios and he assists colleagues in the use of the software. He prides himself in his self-taught ability to use Microsoft Excel, a tool he believes is very underappreciated.

 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY


Blake Carlin

Wealth Strategy Associate
314-746-4141
blake.carlin@ubs.com

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Blake graduated from University of Central Missouri, May 2018, with a Bachelor of Science in Finance. Prior to joining UBS and the King Wealth Management team, he worked as an intern at a local financial planning firm, Murdock Banner Financial Group .  Blake recently passed his series 7 and 66 licensing exams.  His primary role on the team is client reporting.  He prepares and presents various reports for our clients such as Financial Goal Analysis and Performance reports. 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY