Patrick Fitzgerald
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Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.

Patrick Fitzgerald

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • RI
  • SC
  • TN
  • TX
  • WA

Patrick Fitzgerald

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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.

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

Patrick Fitzgerald

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Patrick Fitzgerald

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • RI
  • SC
  • TN
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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.

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

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Michael G. Miller

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • RI
  • SC
  • TN
  • TX
  • WA

Michael G. Miller

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

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

Michael G. Miller

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Michael G. Miller

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • NC
  • NM
  • NV
  • OK
  • OR
  • RI
  • SC
  • TN
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

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

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Sarah Williams

Client Associate

Registered States:
  • OK
  • TX

Sarah Williams

6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

Sarah Williams

Client Associate

Registered States:
  • OK
  • TX
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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