Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Patrick F. Fitzgerald

    Patrick Fitzgerald

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • IL
    • KS
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • NV
    • OK
    • OR
    • RI
    • SC
    • TN
    • TX
    • WA
    • WY

    Prior to joining UBS Financial Services in January 2009, Pat was with Merrill Lynch Wealth Management. Pat is a native Tulsan who lived in Connecticut for several years and is a graduate of the University of Connecticut. Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst(CIMA®). Pat and his wife, Monique, have two children and two grandsons in the Tulsa area. Pat is well known for his knowledge of asset allocation, investment manager analysis and understanding of financial planning.

    Pat has his California Insurance License-License No.0K38976 and his Arkansas Insurance License-License No.1346083.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Connecticut, Bachelor of Science Degree in Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    6120 South Yale Avenue
    Suite 1800
    Tulsa, OK 74136
  • Michael G. Miller

    Michael G. Miller

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • IL
    • KS
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • NV
    • OK
    • OR
    • RI
    • SC
    • TN
    • TX
    • WA
    • WY

    An investment professional in the financial services industry since 1998, Mike focuses on wealth building strategies and has helped manage his client's wealth through good times and bad.  Mike began his career with Paine Webber which was acquired by UBS in 2000.  Mike is a graduate of the University of Notre Dame where he earned his degree in Business Administration while majoring in Finance.  Mike and his wife Cara live in Tulsa where they are raising their three children.

    Mike has his California Insurance License-License No.0I25274 and Arkansas Insurance License- License No. 3789399.

      • University of Notre Dame, Bachelor of Science Degree in Business Administration
        6120 South Yale Avenue
        Suite 1800
        Tulsa, OK 74136

      The circular economy: What is it?

      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

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      UBS is a world-leading wealth manager

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