Your goals. Our comprehensive plan.

Team 2022

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bryan.2022

    Bryan Johnson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MD
    • MI
    • MO
    • NC
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • TN
    • TX
    • WA
    • WY

    J. Bryan Johnson III, Senior Vice President-Wealth Management, leads the Bryan Johnson Group at UBS Financial Services Inc., which includes his junior partner Terrell Pohlmeier, Financial Advisor.  Bryan has been a part of the financial services industry in Tulsa for more then 42 years.

    Bryan began his career with Morgan Stanley/Dean Witter in 1980 before joining UBS in 2006.  He works with a core group of clients who seek an individualized approach to wealth management, built on a personal relationship and shaped by an understanding of the client's specific needs and aspirations.  With a focus on client service, Bryan helps clients manage their wealth.  He harnesses the resources and investment capabilities of one of the world's largest wealth management firms.  He analyzes his clients' current and future assets, gains an understanding of their liabilities, and helps them implement appropriate estate planning strategies.  By helping his clients mange risk through asset allocation and diversification of assets, Bryan creates tailored strategies that are aligned to help pursue the goals of each client.

    Bryan graduated from Southern Methodist University in 1980 and is a graduate of the Wharton School of Business for Financial Advisors.  Bryan lives in Tulsa with his wife, Jill.  They have two daughters and two grandchildren. 

      • Southern Methodist University: 1976 - 1980
        Cash management
        Investing
        Asset allocation
        Multi-generational families
        Women investors
        Business owners
        Professionals
        6120 South Yale Avenue
        Suite 1800
        Tulsa, OK 74136
      • Terrell.2022

        Terrell Pohlmeier

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MD
        • MO
        • NC
        • NM
        • NV
        • OK
        • PA
        • RI
        • TX
        • WA
        • WY

        Terrell Pohlmeier, Account Vice President, is an associate on the the Bryan Johnson Group at UBS Financial Services, Inc.  Terrell  has been a part of the financial services industry in Tulsa for more then 21 years.

        Terrell began his career with Morgan Stanley before joining UBS in 2006.  Terrell is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future.  Terrell believes that good financial planning advice is invaluable—it helps prepare you for whatever life brings.  But it is especially important during times of major life change.  His process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come.  Terrell is here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.  He is also a certified Chartered Retirement Plans Specialist and that allows him the opportunity to create, implement and maintain retirement plans for businesses. 

        Terrell graduated from Oklahoma State University in 2001 with a degree in Finance and a minor in Accounting, cum laude.  Terrell lives in Broken Arrow with his wife, Aimee.  They have four sons. 

          • Oklahoma State University, Finance: 1997 - 2001
          • Chartered Retirement Plans Specialist℠
          • Portfolio Manager
          Securities-backed lending
          Financial planning
          Education planning
          Retirement planning
          Investing
          Asset allocation
          401(k) plan services
          6120 South Yale Avenue
          Suite 1800
          Tulsa, OK 74136
        • Sarah

          Sarah Williams

          Client Associate

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          • OK
          • TX

          Sarah is a graduate of The University of Tulsa and holds a Bachelor of Business Administration in Accounting.  Sarah has achieved her Series 7 and 66 registrations, as well as the Accident, Health & Life Insurance Producers License. Sarah’s favorite part about her job is helping clients. She enjoys talking with them and going above and beyond to meet client needs.

          In her free time, Sarah enjoys traveling, cooking and baking, playing golf and spending time with her family and her poodle, Theo.  Sarah is recently engaged and planning a wedding for early 2023.

                6120 South Yale Avenue
                Suite 1800
                Tulsa, OK 74136

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              In invested assets globally 
              As of 06/30/2022

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