Experience

Makes all the difference

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:
  • OK
  • TX
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:
  • KS
  • MO
  • NE
  • OK
  • SD
4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142

Email Me

heather.winslow@ubs.com
Heather Winslow
4801 Gaillardia Parkway,Oklahoma City,OK,73142

Andrew Stemm

Branch Office Administrator

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

Registered States:
  • OK
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

andrew.stemm@ubs.com
Andrew Stemm
6120 South Yale Avenue,Tulsa,OK,74136

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