It all begins with trust

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It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

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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.

Heather Winslow

Associate Director

Admin Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 Hollenbeck-Hill

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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

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.

Heather Winslow

Associate Director

Admin Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 Hollenbeck-Hill

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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

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.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

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Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

Financial strength

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A- Standard & Poor’s
A Fitch
A3 Moody’s

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

Global leader

UBS is a leading and truly global wealth manager

It all begins with trust

How UBS empowers our financial advisors

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Your primary source for financial advice

Heather Winslow

Jill Hollenbeck-Hill

Melissa Lilly, CEPA, CTFA