Understanding

Comes from experience

Tim Grantham

Senior Vice President–Wealth Management

Market Director

Tim Grantham is Executive Director – Wealth Management, Financial Advisor, and Market Director for UBS Financial Services in Oklahoma. He also leads The Red River Group, a distinguished team within UBS with offices in both Oklahoma and Dallas. The group specializes in delivering tailored wealth management strategies for high-net-worth families, corporate executives, and entrepreneurs—primarily across Texas and Oklahoma.

With a career in financial advising that began in 1989, Tim brings decades of experience and a deep understanding of the financial landscape. He is passionate about helping clients navigate complex financial decisions through personalized planning and long-term relationship building.

Originally from Oklahoma City, Tim is a proud graduate of the University of Oklahoma. After nearly 30 years in Dallas, he returned to his hometown in 2016 to take on a leadership role within UBS.

Tim and his wife, Jennifer, have three children: Julia, currently in law school; Joe, a college junior; and Jake, a high school junior.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142

Email Me

tim.grantham@ubs.com
Tim Grantham
4801 Gaillardia Parkway,Oklahoma City,OK,73142

Heather Winslow

Associate Director

Admin Manager

Heather Winslow joined as the Administrative Officer of the Tulsa and Oklahoma City 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:
  • OH
  • OK
  • TX
4801 Gaillardia Parkway
Suite 100
Oklahoma City, OK 73142

Email Me

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

Ann E. Lingenfelter

Branch Office Administrator

As the Branch Office Administrator for the Tulsa and Oklahoma City Offices, Ann is responsible for supporting both the Branch Manager and Administrative Officer as well as assisting with all branch problem resolution and technology rollouts.

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. Go Pokes!

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 has loved learning about Tulsa's history not only in architecture but it's impact on the financial world. She enjoys tennis, hiking, concerts, and especially baseball. She is a BIG Chicago Cubs fan. Go Cubs!

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

ann.e.lingenfelter@ubs.com
Ann E. Lingenfelter
6120 South Yale Avenue,Tulsa,OK,74136

Our resources

  • Jill

    Jill Hollenbeck-Hill

    NMLS #652406

    Senior Wealth Management Banker, UBS Bank USA, N.A.

    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 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 permissive 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 watching sporting events, shopping and trying out new restaurants. Jill resides in Chesterfield, MO with her husband, two grown sons and one teenage son still at home.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender

  • Titus Song

    Executive Director

    Alternative Investments Consultant

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