A plan for today, tomorrow and generations to come

The Fisher Group Team

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Norman

    Norman Fisher

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IL
    • KS
    • KY
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OK
    • TX
    • VA

    Norm has over 35 years of investment experience focused on money management.  He received the designation of Certified Investment Manager Analyst (CIMA) from the University of Pennsylvania Wharton School.  He is a Senior Vice President and a graduate of the University of Kansas.

        • Certified Investment Management Analyst®
        6120 South Yale Avenue
        Suite 1800
        Tulsa, OK 74136
      • Chris

        Christopher Fisher

        Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • KS
        • KY
        • MI
        • MO
        • NC
        • NJ
        • NY
        • OK
        • TX
        • VA

        Chris is a Financial Advisor with over 17 years of experience in the financial services industry with a focus on Institutional Equities.  Chris graduated from the University of Arizona with a degree in finance.

              6120 South Yale Avenue
              Suite 1800
              Tulsa, OK 74136
            • Kerri

              Kerri Musgrove

              Senior Client Associate

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IL
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MO
              • MS
              • NC
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • TN
              • TX
              • UT
              • VA
              • WA

              Kerri has made providing clients with exceptional service her top priority for over 20 years. As a registered Client Service Associate, she oversees the day-to-day operations for our team.   

              Are you opening a new account, requesting a distribution, or needing to schedule an appointment? Kerri can assist. Don’t be surprised if her great attitude and quick wit doesn’t leave you smiling.

              Kerri is a native of Tulsa and in her down time she loves traveling and spending time with friends and family.  She loves cheering for her Sooners any chance she can get.

              Licenses: Series 7, Series 66, as well as Life and Health Insurance Licensed in OK

                    6120 South Yale Avenue
                    Suite 1800
                    Tulsa, OK 74136

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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