Family. Wealth. For generations

• 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.

• 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.

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!