A plan for today, tomorrow and generations to come

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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
    • KY
    • MI
    • NC
    • NJ
    • NY
    • OK
    • TX
    • VA
    • WI

    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
        norman.fisher@ubs.com
        Norman Fisher
        6120 South Yale Avenue,Tulsa,OK,74136
      • Chris

        Christopher Fisher

        Vice President–Wealth Management

        Financial Advisor

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

        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
              c.n.fisher@ubs.com
              Christopher Fisher
              6120 South Yale Avenue,Tulsa,OK,74136
            • kris

              Kris Wright

              Registered Client Associate

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              • AZ
              • CO
              • FL
              • KY
              • NY
              • OK

                    6120 South Yale Avenue
                    Suite 1800
                    Tulsa, OK 74136
                    kris.wright@ubs.com
                    Kris Wright
                    6120 South Yale Avenue,Tulsa,OK,74136
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

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                  Support and resources

                  The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                  Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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