Thoughtful advice one family at a time

[Wealth Way] Multigenerational planning

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

  • Mendee Perry

    Mendee Perry

    Market Director

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    • OK
    • TX

    I was named the Market Director for UBS's Oklahoma offices in 2022 and with more than 20+ years of wealth management leadership experience, I serve as an advocate and partner to Financial Advisors and Team Associates to deliver world class wealth management advice and client experience for our clients.

    In partnering with leaders throughout the firm, I help foster a culture of connectivity between the firm and the Financial Advisors with a primary responsibility to help drive organic growth and add talented individuals to the Oklahoma offices.  My diverse background in the industry helps me navigate all the capabilities of UBS and ensure the advisors and support teams have not only the best but the maximum resources to serve the needs of clients, both through the strength of UBS and the timely responsiveness of the local leadership team to implement solutions and resolve issues.  I am  also Prosci® Change Management certified. 

    I am an Oklahoma native.  I am currently serving on the Tulsa Zoo Board of Directors and support various non-profits.  Having previously founded an animal rescue group, this area is dear to me as well as serving as the event chair for the Tulsa Walk to End Alzheimer’s. 

    My husband, Brent and I reside in Tulsa, Oklahoma. We enjoy traveling, scuba diving, and attending concerts.  We love scheduling trips around beautiful destinations and great restaurants plus spending time with family and friends.

          6120 South Yale Avenue
          Suite 1800
          Tulsa, OK 74136
          mendee.perry@ubs.com
          Mendee Perry
          6120 South Yale Avenue,Tulsa,OK,74136
        • Heather Winslow 092022

          Heather Winslow

          Associate Director

          Admin Manager

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          • KS
          • MO
          • NE
          • OK
          • SD

          Heather Winslow joined as Administrative Manager of the Tulsa and Oklahoma City, OK offices in May 2022. She brings to the firm over 20 years industry experience.

          Heather was most recently with Morgan Stanley as a Wealth Management Associate for a Private Wealth Management team serving ultra-high net worth clients. She previously worked at Wells Fargo Advisors as Complex Operations Manager for 13 years. Heather’s well-rounded knowledge of the business in both management and operational service give her a deep understanding of client service excellence and how important a financial advisor’s relationship is with each client.  She is a graduate of the University of Central Oklahoma with a degree in Finance. 

          Heather loves a good challenge and finding a solution for both internal and external clients. She enjoys traveling as much as possible, reading and spending time at the lake with family and friends.

                4801 Gaillardia Parkway
                Suite 100
                Oklahoma City, OK 73142
                heather.winslow@ubs.com
                Heather Winslow
                4801 Gaillardia Parkway,Oklahoma City,OK,73142
              • Jill

                Jill Hollenbeck-Hill

                NMLS #947868

                Senior Wealth Management Banker, UBS Bank USA

                Current role and areas of expertise

                Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.

                Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                Professional history

                Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management and Wealth Management which included managing her own book of high net worth clients.  

                Education and personal information

                In Jill’s role as a Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree from The University of Missouri-Columbia.

                Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.  Jill resides in St. Louis, MO with her husband and three sons.

                Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

              • Melissa Lilly, CEPA, CTFA

                Director

                Wealth Planning Strategist

                Current role and areas of expertise

                Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
                Melissa is responsible for providing Financial Advisors and their high net worth clients with
                unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
                financial planner, she provides expertise in the following areas:

                - Estate and multi-generational planning
                - Retirement income and cash flow analysis
                - Business continuity and succession planning
                - Retirement plans and employee benefits
                - Risk and liability management planning
                - Charitable giving strategies
                - Executive compensation and benefit strategies

                Professional history

                Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
                she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
                Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
                high net worth clients. Melissa's background is in estate planning law. She practiced law in
                California prior to moving to New Orleans in 2009.


                Education and personal information

                Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
                from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
                licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
                (CEPA) and a Certified Trust and Financial Advisor (CTFA).

                Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
                time with her family and in the outdoors running and swimming.

              • Trey Scott

                Digital Specialist

                Trey Scott primarily works with the lower Midwest Market as a Digital Specialist, partnering with advisors to assist in leveraging technology tools to deliver tangible results. He brings 10 years’ experience in the banking industry to his role, including operations management, product management, training, and digital operations experience. Trey is originally from small-town Ames, Oklahoma (population 200), but moved to Norman to study finance and economics at the University of Oklahoma. After graduating he remained in Norman where he currently resides with his wife Kathleen and their soon-to-be-born son.

                Most of Trey’s free time is spent actively remodeling his house room-by-room, hiking, gardening, participating in his local church, and keeping up with the family zoo- 2 dogs, a cat, and a rabbit.

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                Tyler Deaver

                WEALTH PLANNING ASSOCIATE

                Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

                 

                Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Rearview Mirror

              UBS ElectionWatch

              Election day is over. Now what?

              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              14.8%

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              UBS Company Reporting as of 03/31/2024

              Financial strength

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              UBS AG, long-term senior secured debt rating. As of 03/31/2024

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