Understanding

Comes from experience

Our Tulsa UBS office has a diverse group of seasoned veterans and focused financial professionals. These wealth management advisors work to provide timely and relevant advice to our clients by utilizing the resources of the largest wealth management firm in the world. Each advisor and the support team that backs them up is focused on helping clients meet their financial goals and objectives.

Mendee Perry

Market Director

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.

Registered States:
  • AL
  • AR
  • DC
  • FL
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NE
  • NJ
  • OK
  • OR
  • PA
  • TX
  • UT
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

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.

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

Our resources

  • Jill

    Jill Hollenbeck-Hill

    NMLS #947868

    Senior Wealth Management Banker, UBS Bank USA

    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

  • 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.


    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.
  • Melissa Lilly, CEPA, CTFA

    Director

    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.

  • Trey Scott

    Digital Specialist

    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.

  • image

    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.

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