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Advisors Charlie Medelberg and Stacey Koziatek join UBS in Chesterfield, Missouri
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UBS Wealth Management USA (UBS) announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group, have joined the firm as Financial Advisors. They bring $275 million in client assets and over 60 years of experience advising high-net-worth individuals, families, and business owners. Charlie focuses on personalized wealth management advice, while Stacey delivers tailored solutions to individual client needs. Both have joined the UBS Midwest Wealth Management Market in Chesterfield, MO, managed by Michael Mimick. The addition of Charlie and Stacey is expected to expand UBS's client offering in this key market.
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CHESTERFIELD, Mo.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group, have joined the firm as Financial Advisors. They join the UBS Midwest Wealth Management Market, managed by Michael Mimick, and will be located in the Chesterfield, MO office, reporting to Gary Wideman. Together, Charlie and Stacy manage $275 million in client assets and have over 60 years of experience advising high-net-worth individuals, families and business owners.
“On behalf of UBS, we’re excited to welcome Charlie and Stacey to the firm,” said Michael Mimick, Midwest Market Executive at UBS Wealth Management USA. “Their industry experience and dedication to their clients will be a great addition to our business, and we look forward to having them help us continue to expand our client offering in this key market.”
“Charlie and Stacey are talented and experienced advisors, dedicated to providing their clients with best-in-class advice and service,” said Gary Wideman, Market Director for St Louis-Chesterfield at UBS Wealth Management USA. “Leveraging our unique suite of high-net-worth capabilities at UBS, I have no doubt they will be able to successfully deliver the full power of UBS to their clients for years to come.”
Charlie Medelberg has nearly four decades of experience serving as a Financial Advisor, in which he focuses on listening and determining what is truly most important to his clients to understand their entire financial picture. This holistic approach includes providing personalized wealth management advice on investments, insurance, lending solutions, educational funding, as well as retirement and estate planning strategies. He is committed to helping his clients understand both sides of their personal balance sheet. Prior to joining UBS, Charlie spent 15 years working as a Financial Advisor at Morgan Stanley and 20 years with Merrill Lynch.
Charlie received a bachelor’s degree in Banking & Finance from the University of Missouri and holds the Series 7 and 63 licenses. He is passionately committed to his community and has worked with a number of local charitable organizations including the Ronald McDonald House, The Covering House, and Logos School. Charlie enjoys traveling and experiencing all that the United States has to offer with his wife and two daughters.
Stacey Koziatek has 20 years of experience providing financial and wealth management guidance and services. As a Financial Advisor, Stacey works to deliver personalized advice and solutions tailored to each client’s individual needs and goals. She is also responsible for coordinating and managing the team’s outreach strategies. Prior to joining UBS, Stacey served as a Financial Advisor with Morgan Stanley for five years. Previously, she worked as a Registered Private Wealth Associate at Merrill Lynch for 13 years.
Stacey holds the Series 7, 66 and 31 FINRA registrations and is insurance licensed. Outside of the office, Stacey is very involved in her community and is an active member of her local Chamber of Commerce. She enjoys doing charitable work and is a supporter of the Make-A-Wish Foundation and St. Jude. Her other passions include teaching and practicing yoga as well as spending time with her three children.
Charlie and Stacey are joined by Client Service Associate William Sellenriek.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Who are the new Financial Advisors that joined UBS Wealth Management USA?
Charlie Medelberg and Stacey Koziatek, The Medelberg Group.
What is the total client assets managed by Charlie and Stacey?
They manage $275 million in client assets.
What is the experience level of Charlie and Stacey?
They have over 60 years of experience advising high-net-worth individuals, families, and business owners.
What is Charlie's focus in wealth management?
Charlie focuses on personalized wealth management advice.
What is Stacey's role in client service?
Stacey delivers tailored solutions to individual client needs and is responsible for coordinating and managing the team’s outreach strategies.
What market is the UBS Midwest Wealth Management Market located in?
Chesterfield, MO.
Who manages the UBS Midwest Wealth Management Market?
Michael Mimick.
Who will Charlie and Stacey report to?
Gary Wideman.
What are Charlie's and Stacey's community involvements?
Charlie is involved with local charitable organizations including the Ronald McDonald House, The Covering House, and Logos School. Stacey is an active member of her local Chamber of Commerce and a supporter of the Make-A-Wish Foundation and St. Jude.
What are Charlie's qualifications?
Charlie received a bachelor’s degree in Banking & Finance from the University of Missouri and holds the Series 7 and 63 licenses.
What are Stacey's qualifications?
Stacey holds the Series 7, 66 and 31 FINRA registrations and is insurance licensed.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
