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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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • KS
    • KY
    • LA
    • MD
    • MI
    • MO
    • NC
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • WI
    • 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. 

    • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
      j.johnson@ubs.com
      Bryan Johnson
      6120 South Yale Avenue,Tulsa,OK,74136
    • Terrell.2022

      Terrell Pohlmeier

      Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • HI
      • KS
      • KY
      • LA
      • MD
      • MO
      • NC
      • NM
      • NV
      • OK
      • PA
      • TX
      • WI
      • 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. 

      • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • 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
      terrell.pohlmeier@ubs.com,j.johnson@ubs.com
      Terrell Pohlmeier
      6120 South Yale Avenue,Tulsa,OK,74136
    • Sarah

      Sarah Bell

      Registered Client Associate

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      • AR
      • CO
      • FL
      • NM
      • OK
      • TX
      • WY

      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 mini poodle. 

            6120 South Yale Avenue
            Suite 1800
            Tulsa, OK 74136
            sarah.bell@ubs.com
            Sarah Bell
            6120 South Yale Avenue,Tulsa,OK,74136
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          Donor-advised funds

          Year-end charitable giving

          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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