Helping to make your dreams possible, everywhere, everyday

Private Wealth Management

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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

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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
        • 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.

                6120 South Yale Avenue
                Suite 1800
                Tulsa, OK 74136
              • Andrew Stemm

                Andrew Stemm

                Branch Office Administrator

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                • 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
                    • Jill

                      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 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.

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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.
                    • 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.

                    • Jessica Heckel

                      Portfolio Strategist

                      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.

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                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

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                    for High Net-Worth clients

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                    Serving the next generation

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