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

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IL
    • KS
    • KY
    • MD
    • MI
    • MO
    • 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
          lance.martin@ubs.com
          Lance Martin
          6120 South Yale Avenue,Tulsa,OK,74136
        • Aaron Massey

          Aaron Massey

          Account Vice President

          Financial Advisor

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          • 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
                aaron.massey@ubs.com
                Aaron Massey
                6120 South Yale Avenue,Tulsa,OK,74136

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