Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

  • Heather

    Heather Winslow

    Associate Director

    Admin Manager

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    • OH
    • OK
    • TX

          4801 Gaillardia Parkway
          Suite 100
          Oklahoma City, OK 73142
          heather.winslow@ubs.com
          Heather Winslow
          4801 Gaillardia Parkway,Oklahoma City,OK,73142
        • JIm

          Jim Suey

          Director

          Market Supervisory Officer

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          • NE
          • OK
          • TX

                13815 FNB Parkway
                Suite 300
                Omaha, NE 68154
                jim.suey@ubs.com
                Jim Suey
                13815 FNB Parkway,Omaha,NE,68154

              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.

              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              Texas

              Managing wealth in a changing world

              Geopolitics, trade and your portfolio

              In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

              Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6.9 trn

              UBS Group invested assets
              As of 10/29/2025

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights

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