Oklahoma City, OK Private Wealth Management
View FINRA BrokerCheck informationContact us

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

13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

Jim Suey

Director

Market Supervisory Officer

Registered States:
  • CO
  • ID
  • NM
  • OK
  • TX
  • UT
13815 FNB Parkway
Suite 300
Omaha, NE 68154

Email Me

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

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings