A plan for today, tomorrow and generations to come

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 Fitzgerald

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- RI
- SC
- TX
- UT
- WA
- WI
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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- RI
- SC
- TX
- UT
- WA
- WI
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, 2024, 2025, 2026The 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
Justin Swearengin

Client Associate
View bio
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

justin.swearengin@ubs.com

Justin Swearengin

6120 South Yale Avenue,Tulsa,OK,74136

Patrick Fitzgerald

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- RI
- SC
- TX
- UT
- WA
- WI
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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NV
- NY
- OH
- OK
- OR
- RI
- SC
- TX
- UT
- WA
- WI
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, 2024, 2025, 2026The 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
Justin Swearengin

Client Associate
View bio
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

justin.swearengin@ubs.com

Justin Swearengin

6120 South Yale Avenue,Tulsa,OK,74136

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

Pursuing your goals together

Patrick Fitzgerald

Michael G. Miller

Justin Swearengin

Patrick Fitzgerald

Michael G. Miller

Justin Swearengin

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Education

Credentials

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Education

Credentials

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Turn possibilities into a plan

House View Monthly

A leading global wealth manager

A new era of wealth is underway

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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