Meaningful connections for your lifelong plan

Private Wealth Management

At the Edzards Cromling Group, we are a boutique private wealth management practice dedicated to serving a select group of high‑net‑worth families and individuals. Our focus is intentionally personal. By working with a limited number of clients, we build deep, enduring relationships that allow us to fully understand what matters most—financially and beyond. We bring disciplined investment thinking together with thoughtful planning to help clients navigate complexity, manage opportunity, and make informed decisions across every stage of wealth.

Our approach is grounded in customization, clarity, and stewardship. No two clients are the same, and we believe financial strategies should reflect that reality. We take the time to listen first, then design and coordinate comprehensive wealth management and planning solutions that align with each client’s goals, values, and vision for the future. Through changing markets and life transitions, we act as steady collaborators—offering perspective, prudent risk management, and a commitment to helping protect and grow wealth with purpose.

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.

  • jay

    Jay Edzards

    Senior Vice President

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IN
    • KS
    • LA
    • MI
    • NC
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • VA
    • VT
    • WI

    Jay Edzards is a senior partner of the Edzards Cromling Group and has been advising high‑net‑worth families and individuals since 1988. He has almost four decades of experience working with multi‑generational families, business owners, and corporate executives, providing thoughtful guidance on complex financial matters across changing market environments.

    Jay earned a Bachelor of Business Administration in Finance from the Price College of Business at the University of Oklahoma. His practice is defined by a disciplined, relationship‑driven approach and a commitment to delivering tailored wealth management and planning strategies aligned with each client’s long‑term objectives.

          4801 Gaillardia Parkway
          Suite 100
          Oklahoma City, OK 73142
          jay.edzards@ubs.com
          Jay Edzards
          4801 Gaillardia Parkway,Oklahoma City,OK,73142
        • jc

          Johnny Cromling

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • ID
          • IN
          • KS
          • LA
          • MI
          • NC
          • OH
          • OK
          • OR
          • PA
          • TN
          • TX
          • VA
          • VT
          • WI

          Johnny Cromling is a senior partner of the Edzards Cromling Group and has been advising high‑net‑worth families and individuals since 1997. He brings nearly three decades of experience working with business owners and corporate executives, helping clients navigate complex financial decisions across changing markets and multiple generations.

          Johnny is a graduate of Oklahoma Christian University. His practice is centered on disciplined planning, long‑term perspective, and a commitment to building enduring client relationships through customized wealth management strategies aligned with clients’ long‑term objectives.

                4801 Gaillardia Parkway
                Suite 100
                Oklahoma City, OK 73142
                john.cromling@ubs.com
                Johnny Cromling
                4801 Gaillardia Parkway,Oklahoma City,OK,73142
              • bb

                Brayden Buck

                Account Vice President

                Associate Financial Advisor

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                • AK
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IN
                • KS
                • LA
                • MI
                • OH
                • OK
                • OR
                • PA
                • TN
                • TX
                • VA
                • VT
                • WI

                Brayden Buck is an Associate Financial Advisor with the Edzards Cromling Group and brings 15 years of experience in the financial services industry. He supports high‑net‑worth families and individuals by providing thoughtful analysis and coordinated guidance across a range of wealth management and planning needs.

                Brayden is a graduate of Oklahoma State University. He is committed to delivering disciplined, client‑focused solutions and works closely with the team to help ensure strategies remain aligned with clients’ long‑term objectives.

                      4801 Gaillardia Parkway
                      Suite 100
                      Oklahoma City, OK 73142
                      brayden.buck@ubs.com
                      Brayden Buck
                      4801 Gaillardia Parkway,Oklahoma City,OK,73142
                    • Jake

                      Jake Edzards

                      Senior Wealth Strategy Associate

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                      • OK
                      • TX

                      Jake Edzards is a Senior Wealth Strategy Associate with the Edzards Cromling Group, where he supports the team in delivering comprehensive wealth management and planning solutions for high‑net‑worth families and individuals. He works closely with advisors to provide detailed analysis, strategic planning support, and thoughtful coordination across client financial matters.

                      Jake earned a BBA in Finance and a BBA in Accounting from the Price College of Business at the University of Oklahoma. He brings a strong analytical foundation and a disciplined, detail‑oriented approach to helping ensure client strategies are aligned with long‑term objectives.

                            401 West 4th Street
                            Suite 3100
                            Austin, TX 78701
                            jake.edzards@ubs.com
                            Jake Edzards
                            401 West 4th Street,Austin,TX,78701
                          • kw bw

                            Kelly Witters

                            Senior Registered Client Associate

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                            • AK
                            • AR
                            • AZ
                            • CA
                            • CO
                            • FL
                            • GA
                            • ID
                            • IN
                            • KS
                            • LA
                            • MI
                            • NC
                            • OH
                            • OK
                            • OR
                            • PA
                            • TN
                            • TX
                            • VA
                            • VT
                            • WI

                            Kelly Witters is the Senior Registered Client Service Associate for the Edzards Cromling Group and a vital member of the team. She works closely with the group’s clients and advisors to support the day‑to‑day execution of wealth management strategies and to help ensure all client needs are addressed with care, efficiency, and attention to detail.

                            Kelly plays a central role in maintaining strong client relationships and coordinating service across the practice. Known for her responsiveness and deep understanding of client priorities, she is committed to delivering a high‑touch experience and providing consistent support that enables long‑term client confidence and continuity.

                                  4801 Gaillardia Parkway
                                  Suite 100
                                  Oklahoma City, OK 73142
                                  kelly.witters@ubs.com
                                  Kelly Witters
                                  4801 Gaillardia Parkway,Oklahoma City,OK,73142

                                Private Wealth Management

                                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                                Father and daughter hiking in fields

                                Navigating opportunities across your enterprise

                                Family on back porch

                                Wealth transfer across generations

                                Couple in an art gallery

                                Comprehensive planning for significant wealth

                                Launch. Grow. Exit your business.

                                We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

                                Launch. Grow. Exit your business.

                                Planning for the life of your business

                                on phone

                                Planning for the life of your business

                                Your business

                                Your business

                                A plan for family business succession

                                family

                                A plan for family business succession

                                on phone

                                Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

                                And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

                                72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

                                family

                                You spent a lifetime building your family business. So it’s no wonder that stepping away and handing over control of your life’s work is a difficult and emotional decision. A business succession plan can help guide you through that transition – from establishing controlling and non-controlling interests to the financials.

                                Let’s talk about all your options and create a strategic plan to help you comfortably move on the next chapter.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $7 trn

                                UBS Group invested assets
                                As of 12/31/2025

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

                                Insights

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