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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
