Family. Wealth. For generations

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Goals-based planning

Goals-based planning

Your life, wealth and future. UBS Wealth Way

Multigenerational planning

Multigenerational planning

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.

  • Mendee Perry

    Mendee Perry

    Branch Manager

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • KS
    • MO
    • OK
    • TX

    I was named the Market Director for UBS's Oklahoma offices in 2022 and with more than 23 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 an Oklahoma native and support various non-profits having previously founded an animal rescue group as well as serving as the event chair for the Tulsa Walk to End Alzheimer’s.  I have a Senior Professional in Human Resources certification and am Prosci® Change Management certified. 

    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 092022

          Heather Winslow

          Associate Director

          Admin Manager

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          • KS
          • MO
          • NE
          • OK

          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
              • Ann E. Lingenfelter

                Ann E. Lingenfelter

                Branch Office Administrator

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                  Ann joined UBS in 2009. As the Oklahoma Branch Office Administrator, she is responsible for supporting both the Branch Manager and Administrative Manager as well as assisting with all branch technology rollouts and problem resolution.

                  Ann began her career in the financial services industry in 1992. Over the years, she has held various positions and has always enjoyed helping clients with all aspects of their financial health.

                  Ann received her degree in Marketing from Oklahoma State University.  She has enjoyed living in Southern California and Texas but loves being a permanent Okie.

                  When not working, Ann is very active. Activities include volunteering with the Ronald McDonald House, LaFortune Park Tennis Center, and NE Community Food Bank. She is a member of the Tulsa Foundation for Architecture and is active with her sorority alumnae group. She enjoys tennis, hiking, baseball, spending time in Colorado, concerts, being with friends and is a BIG Chicago Cubs fan. Go Cubs!

                        6120 South Yale Avenue
                        Suite 1800
                        Tulsa, OK 74136
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                        Jill Hollenbeck-Hill


                        Senior Wealth Management Banker

                        Current role and areas of expertise

                        Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
                        Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with 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 Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts 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 boys.
                      • Melissa Lilly, CEPA, CTFA


                        Wealth Planning Strategist

                        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.

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                        Tyler Deaver

                        WEALTH PLANNING ASSOCIATE

                        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

                        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.

                        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

                        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.

                        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
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                      Break the code

                      The answer to planning your future

                      Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

                      Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      Global leader

                      UBS is a world-leading wealth manager


                      For Ultra-High Net Worth clients

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