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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

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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

• 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.