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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.

  • jay

    Jay Edzards

    Senior Vice President

    Financial Advisor

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

                Brayden Buck

                Account Vice President

                Financial Advisor

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

                      Kelly Witters

                      Senior Client Associate

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

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                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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