Financial planning tailored to your goals

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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.

  • 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
    • LA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • NV
    • OK
    • OR
    • RI
    • SC
    • TN
    • TX
    • WA

    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, 2022, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
    pat.fitzgerald@ubs.com
    Patrick Fitzgerald
    6120 South Yale Avenue,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
    • LA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • NV
    • OK
    • OR
    • RI
    • SC
    • TN
    • TX
    • WA

    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.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Notre Dame, Bachelor of Science Degree in Business Administration
      6120 South Yale Avenue
      Suite 1800
      Tulsa, OK 74136
      mike.miller@ubs.com
      Michael G. Miller
      6120 South Yale Avenue,Tulsa,OK,74136
    • Sarah Williams Headshot

      Sarah Williams

      Client Associate

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      • OK
      • TX

      Sarah is a graduate of The University of Tulsa and holds a Bachelor of Business Administration in Accounting.  Sarah has achieved her Series 7 and 66 registrations, as well as the Accident, Health & Life Insurance Producers License. Sarah’s favorite part about her job is helping clients. She enjoys talking with them and going above and beyond to meet client needs.

      In her free time, Sarah enjoys traveling, cooking and baking, playing golf and spending time with her family and her poodle, Theo.  

            6120 South Yale Avenue
            Suite 1800
            Tulsa, OK 74136
            sarah.williams@ubs.com
            Sarah Williams
            6120 South Yale Avenue,Tulsa,OK,74136
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          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

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