A plan for today, tomorrow and generations to come

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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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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

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- ND
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- WV
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

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.
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.

Mendee Perry

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- ND
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- WV
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

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.
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.

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.

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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UBS Group invested assets
As of 06/30/2024

Financial strength

Driving confidence.
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

A plan for today, tomorrow and generations to come

Your primary source for financial advice

Mendee Perry

Heather Winslow

Jill Hollenbeck-Hill

Melissa Lilly, CEPA, CTFA

Trey Scott