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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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

    Branch Manager

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • 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 092022

          Heather Winslow

          Associate Director

          Admin Manager

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          • 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
              • Ann E. Lingenfelter Picture

                Ann E. Lingenfelter

                Branch Office Administrator

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                  Ann joined UBS in 2009. As the Oklahoma Branch Office Administrator, she is responsible for supporting both the Branch Manager and Administrative Manager as well as assisting with all branch technology rollouts and problem resolution.

                  Ann began her career in the financial services industry in 1992. Over the years, she has held various positions and has always enjoyed helping clients with all aspects of their financial health.

                  Ann received her degree in Marketing from Oklahoma State University.  She has enjoyed living in Southern California and Texas but loves being a permanent Okie.

                  When not working, Ann is very active. Activities include volunteering with the Ronald McDonald House, LaFortune Park Tennis Center, and NE Community Food Bank. She is a member of the Tulsa Foundation for Architecture and is active with her sorority alumnae group. She enjoys tennis, hiking, baseball, spending time in Colorado, concerts, being with friends and is a BIG Chicago Cubs fan. Go Cubs!

                        6120 South Yale Avenue
                        Suite 1800
                        Tulsa, OK 74136
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                        Jill Hollenbeck-Hill

                        Director

                        Senior Wealth Management Banker

                        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

                        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.

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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.

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