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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                4801 Gaillardia Parkway
                Building C, Suite 100
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                Brayden Buck

                Financial Advisor

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

                      Senior Client Associate

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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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                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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