Deeply rooted in your financial goals

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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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
- OK
- TX
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
Heather Winslow

Associate Director

Admin Manager
View bio
- KS
- MO
- NE
- OK
- SD
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.
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Andrew Stemm

Branch Office Administrator
View bio
- OK
Andrew Stemm joined the firm as Branch Office Administrator for the Tulsa office in May 2023. He joined UBS shortly after graduating from Oklahoma State University with degrees in Finance & Accounting.

As a new resident of Tulsa; Andrew has gotten involved in the community by giving his time to the Oklahoma Food Bank, Meals on Wheels, and the Walk to End Alzheimer’s.

Andrew loves greeting clients and learning more about the industry from the advisors and support teams. He is an avid supporter of OSU athletics and also enjoys golfing and fitness.

Licenses:
- Series 7
- Series 66
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

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.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Jessica Heckel

Portfolio Strategist

View bio

Responsibilities
Jessica Heckel is a Strategist in the Portfolio Advisory Group for the Texas and Oklahoma markets. In this capacity, Jessica is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. She conducts detailed portfolio review sessions with private clients to understand their wealth structure. Her end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

Jessica’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – from UBS's thinking on strategic and tactical asset allocation to a wide range of product strategies.

Professional History
Prior to joining UBS in 2021, Jessica worked for Abbot Downing, Wells Fargo’s ultra-high net worth wealth management firm, as an investment associate in Scottsdale, AZ. While there, Jessica collaborated with clients and Portfolio Managers on designing bespoke investment portfolios and on portfolio implementation. Prior to that, she was in Wells Fargo’s Commercial Banking division as a Senior Securities Analyst in Houston, TX. Jessica has been in the financial services industry since 2009.

Education
Jessica graduated from the honors program at Texas A&M University with a Bachelor of Arts in Political Science.

Licenses and Certifications
Jessica holds the Series 7 and Series 66 licenses
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
- OK
- TX
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
Heather Winslow

Associate Director

Admin Manager
View bio
- KS
- MO
- NE
- OK
- SD
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.
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Andrew Stemm

Branch Office Administrator
View bio
- OK
Andrew Stemm joined the firm as Branch Office Administrator for the Tulsa office in May 2023. He joined UBS shortly after graduating from Oklahoma State University with degrees in Finance & Accounting.

As a new resident of Tulsa; Andrew has gotten involved in the community by giving his time to the Oklahoma Food Bank, Meals on Wheels, and the Walk to End Alzheimer’s.

Andrew loves greeting clients and learning more about the industry from the advisors and support teams. He is an avid supporter of OSU athletics and also enjoys golfing and fitness.

Licenses:
- Series 7
- Series 66
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

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.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Jessica Heckel

Portfolio Strategist

View bio

Responsibilities
Jessica Heckel is a Strategist in the Portfolio Advisory Group for the Texas and Oklahoma markets. In this capacity, Jessica is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. She conducts detailed portfolio review sessions with private clients to understand their wealth structure. Her end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

Jessica’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – from UBS's thinking on strategic and tactical asset allocation to a wide range of product strategies.

Professional History
Prior to joining UBS in 2021, Jessica worked for Abbot Downing, Wells Fargo’s ultra-high net worth wealth management firm, as an investment associate in Scottsdale, AZ. While there, Jessica collaborated with clients and Portfolio Managers on designing bespoke investment portfolios and on portfolio implementation. Prior to that, she was in Wells Fargo’s Commercial Banking division as a Senior Securities Analyst in Houston, TX. Jessica has been in the financial services industry since 2009.

Education
Jessica graduated from the honors program at Texas A&M University with a Bachelor of Arts in Political Science.

Licenses and Certifications
Jessica holds the Series 7 and Series 66 licenses
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.

Modern Retirement Monthly

Retirement check-in and 2024 preview

Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

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Aa3 (stable) Moody’s
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UBS AG, long-term senior secured debt rating. As of 12/31/2022

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Global leader

UBS is a world-leading wealth manager

Deeply rooted in your financial goals

Defining your priorities. Pursuing what matters.

ElectionWatch: The race, world, and investments

Advice for business owners

Mobile deposit

Your primary source for financial advice

Mendee Perry

Heather Winslow

Andrew Stemm

Jill Hollenbeck-Hill

Melissa Lilly, CEPA, CTFA

Tyler Deaver

Titus Song

Jessica Heckel

Trey Scott

Mendee Perry

Heather Winslow

Andrew Stemm

Jill Hollenbeck-Hill

Melissa Lilly, CEPA, CTFA

Tyler Deaver

Titus Song

Jessica Heckel

Trey Scott

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