Family. Wealth. For Generations.

[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.

Family selfie

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Mendee Perry

    Mendee Perry

    Market Director

    • image
    • image
    • image
    • 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

          • image
          • image
          • image
          • 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
              • Andrew Stemm

                Andrew Stemm

                Branch Office Administrator

                • image
                • image
                • image
                • OK

                Andrew Stemm joined the firm as Branch Office Administrator for the Tulsa office in May 2023. He joined UBS shortly after graduating from Oklahoma State University with degrees in Finance & Accounting. 

                As a new resident of Tulsa; Andrew has gotten involved in the community by giving his time to the Oklahoma Food Bank, Meals on Wheels, and the Walk to End Alzheimer’s.

                Andrew loves greeting clients and learning more about the industry from the advisors and support teams. He is an avid supporter of OSU athletics and also enjoys golfing and fitness.

                Licenses:

                • Series 7
                • Series 66

                      6120 South Yale Avenue
                      Suite 1800
                      Tulsa, OK 74136
                      andrew.stemm@ubs.com
                      Andrew Stemm
                      6120 South Yale Avenue,Tulsa,OK,74136
                    • 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

                    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.

                    ubsapp

                    UBS mobile app

                    mobil

                    Mobile deposit

                    A national footprint. Local values.

                    A national footprint. Local values.

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    Global leader

                    UBS is a leading and truly global wealth manager

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Insights