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.

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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 2025 Headshot

    Lance Martin

    Senior Vice President–Wealth Management

    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
    • UT
    • VA

    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
        • Kris Headshot

          Kristopher Wright

          Registered Client Associate

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          • AZ
          • CO
          • FL
          • KY
          • NY
          • OK

                6120 South Yale Avenue
                Suite 1800
                Tulsa, OK 74136
                kris.wright@ubs.com
                Kristopher Wright
                6120 South Yale Avenue,Tulsa,OK,74136

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              A-  Standard & Poor’s
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              UBS AG, long-term senior secured debt rating. As of 03/31/2024

              14.8%

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              UBS Company Reporting as of 03/31/2024

              $6 trn

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              As of 12/31/2024

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