Oklahoma City, OK Private Wealth Management
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Experience

Makes all the difference

Mendee Perry

Executive Director

Market Director

Registered States:
  • AL
  • AR
  • DC
  • FL
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • ND
  • NE
  • NJ
  • OK
  • OR
  • PA
  • SD
  • TX
  • UT
  • WV

Mendee Perry

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Mendee Perry

Executive Director

Market Director

Registered States:
  • AL
  • AR
  • DC
  • FL
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • ND
  • NE
  • NJ
  • OK
  • OR
  • PA
  • SD
  • TX
  • UT
  • WV
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

mendee.perry@ubs.com
Mendee Perry
6120 South Yale Avenue,Tulsa,OK,74136

Heather Winslow

Associate Director

Admin Manager

Registered States:
  • 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

4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142

Email Me

Heather Winslow

Associate Director

Admin Manager

Registered States:
  • 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
4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142

Email Me

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

Heather Dempsey

Director

Branch Operations Manager

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Heather Dempsey

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

Heather Dempsey

Director

Branch Operations Manager

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

heather.dempsey@ubs.com
Heather Dempsey
98 San Jacinto Boulevard,Austin,TX,78701

Lori Farkas

Authorized Officer

Assistant Operations Manager

Registered States:
  • TX

Lori Farkas

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

Lori Farkas

Authorized Officer

Assistant Operations Manager

Registered States:
  • TX
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

lori.farkas@ubs.com
Lori Farkas
98 San Jacinto Boulevard,Austin,TX,78701

Jim Suey

Director

Market Supervisory Officer

Registered States:
  • CO
  • ID
  • NM
  • OK
  • TX
  • UT

Jim Suey

370 17th Street
Suite 4100
Denver, CO 80202

Email Me

Jim Suey

Director

Market Supervisory Officer

Registered States:
  • CO
  • ID
  • NM
  • OK
  • TX
  • UT
370 17th Street
Suite 4100
Denver, CO 80202

Email Me

jim.suey@ubs.com
Jim Suey
370 17th Street,Denver,CO,80202

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