Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Jay Edzards

    Senior Vice President

    Financial Advisor

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          4801 Gaillardia Parkway
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          Johnny Cromling

          Senior Vice President–Wealth Management

          Financial Advisor

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                Brayden Buck

                Financial Advisor

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                      4801 Gaillardia Parkway
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                      Kelly Witters

                      Client Associate Senior

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                            4801 Gaillardia Parkway
                            Building C, Suite 100
                            Oklahoma City, OK 73142

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          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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