Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Team

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Lance Martin

    Lance Martin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IL
    • KS
    • KY
    • MD
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX

    I have nearly 20 years of experience in the financial services industry. Prior to joining UBS Financial Services in 2015, I was a Financial Advisor with Wells Fargo Advisors. My investment philosophy and my team's service model focus on providing individually tailored solutions to each client's unique goals and situations. A lifelong Tulsan, I graduated from the University of Tulsa with both a Bachelor of Arts degree and a Juris Doctor, and I practiced law locally before joining the financial services industry in 1997. My wife, Dana, and I have two daughters, Elise and Allison, and still reside in the Tulsa area. In my free time, I enjoy playing golf, exercising, and travelling with my family.

          6120 South Yale Avenue
          Suite 1800
          Tulsa, OK 74136
        • Aaron Massey

          Aaron Massey

          Account Vice President

          Financial Advisor

          • image
          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • FL
          • IL
          • KS
          • KY
          • MD
          • MI
          • MO
          • MS
          • NC
          • NJ
          • NY
          • OK
          • OR
          • PA
          • TN
          • TX

          Aaron provides investment management, wealth planning, banking, and credit services to clients, their related business interests, endowments and foundations. Since 2004, Aaron has strived to provide timely guidance to help clients achieve their individual financial and investment needs and goals.

          Aaron believes in being active throughout the Tulsa community. He has volunteered as a Den Leader for the Cub Scouts. He formerly served as a Trustee of Monte Cassino School, a Trustee of the Tulsa Community College Foundation, Chairman of the Salvation Army Boys & Girls Clubs of Metro Tulsa, Advisory Board Member of the Salvation Army of Metro Tulsa, Board Member of the Oklahoma Alliance of the Boys & Girls Clubs, Member of Seedstep Angels, Board Member and Vice President of Finance for Iron Gate, Board Member of the Tulsa Global Alliance, and President of the Tulsa Area Sigma Chi Alumni Chapter.

          In his spare time, Aaron enjoys spending time with his wife, Erika, and their three sons:  Henry, Leon and Bode. Aaron also pursues a variety of hobbies, including golf, tennis, skiing, traveling and spending time at the lake. 

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

                Kerri Musgrove

                Senior Client Associate

                • image
                • image
                • image
                • 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

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Selling your business: Proceed with passion

                    UBS Business Transition Services can help unlock the possibilities

                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021

                    15.0%

                    CET1 capital ratio
                    UBS is one of the world’s best-capitalized banks

                    UBS Financial Reporting as of 12/31/2021

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022