Time to do great things

Start planning your future now

Father and teenage son sitting on couch laughing

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

We're ready to listen.

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

Market Director
View bio
- KS
- MO
- OK
- TX
I was named the Market Director for UBS's Oklahoma offices in 2022 and with more than 23 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 an Oklahoma native and support various non-profits having previously founded an animal rescue group as well as serving as the event chair for the Tulsa Walk to End Alzheimer’s. I have a Senior Professional in Human Resources certification and am Prosci® Change Management certified.

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
Heather Winslow

Associate Director

Admin Manager
View bio
- KS
- MO
- NE
- OK
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.
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Jill Hollenbeck-Hill

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with 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 Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts 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 boys.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

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.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

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.
Trey Scott

Digital Specialist

View bio

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.
Jessica Heckel

Portfolio Strategist

View bio

Responsibilities
Jessica Heckel is a Strategist in the Portfolio Advisory Group for the Texas and Oklahoma markets. In this capacity, Jessica is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. She conducts detailed portfolio review sessions with private clients to understand their wealth structure. Her end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

Jessica’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – from UBS's thinking on strategic and tactical asset allocation to a wide range of product strategies.

Professional History
Prior to joining UBS in 2021, Jessica worked for Abbot Downing, Wells Fargo’s ultra-high net worth wealth management firm, as an investment associate in Scottsdale, AZ. While there, Jessica collaborated with clients and Portfolio Managers on designing bespoke investment portfolios and on portfolio implementation. Prior to that, she was in Wells Fargo’s Commercial Banking division as a Senior Securities Analyst in Houston, TX. Jessica has been in the financial services industry since 2009.

Education
Jessica graduated from the honors program at Texas A&M University with a Bachelor of Arts in Political Science.

Licenses and Certifications
Jessica holds the Series 7 and Series 66 licenses

Mendee Perry

Market Director
View bio
- KS
- MO
- OK
- TX
I was named the Market Director for UBS's Oklahoma offices in 2022 and with more than 23 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 an Oklahoma native and support various non-profits having previously founded an animal rescue group as well as serving as the event chair for the Tulsa Walk to End Alzheimer’s. I have a Senior Professional in Human Resources certification and am Prosci® Change Management certified.

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
Heather Winslow

Associate Director

Admin Manager
View bio
- KS
- MO
- NE
- OK
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.
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Jill Hollenbeck-Hill

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with 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 Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts 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 boys.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

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.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

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.
Trey Scott

Digital Specialist

View bio

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.
Jessica Heckel

Portfolio Strategist

View bio

Responsibilities
Jessica Heckel is a Strategist in the Portfolio Advisory Group for the Texas and Oklahoma markets. In this capacity, Jessica is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. She conducts detailed portfolio review sessions with private clients to understand their wealth structure. Her end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

Jessica’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – from UBS's thinking on strategic and tactical asset allocation to a wide range of product strategies.

Professional History
Prior to joining UBS in 2021, Jessica worked for Abbot Downing, Wells Fargo’s ultra-high net worth wealth management firm, as an investment associate in Scottsdale, AZ. While there, Jessica collaborated with clients and Portfolio Managers on designing bespoke investment portfolios and on portfolio implementation. Prior to that, she was in Wells Fargo’s Commercial Banking division as a Senior Securities Analyst in Houston, TX. Jessica has been in the financial services industry since 2009.

Education
Jessica graduated from the honors program at Texas A&M University with a Bachelor of Arts in Political Science.

Licenses and Certifications
Jessica holds the Series 7 and Series 66 licenses

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Professionals

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Time to do great things

Pursuing your goals together

Mendee Perry

Heather Winslow

Jill Hollenbeck-Hill

Melissa Lilly, CEPA, CTFA

Tyler Deaver

Trey Scott

Jessica Heckel