Financial planning for what you want to accomplish

• 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.

• 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.

• 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