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If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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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.

  • Tim G 2

    Tim Grantham

    Executive Director

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • FL
    • IN
    • KS
    • KY
    • MD
    • MI
    • NC
    • NH
    • NV
    • NY
    • OK
    • PA
    • TN
    • TX
    • WA

    Tim Grantham is Executive Director – Wealth Management, Financial Advisor, and Market Director for UBS Financial Services in Oklahoma. He also leads The Red River Group, a distinguished team within UBS with offices in both Oklahoma and Dallas. The group specializes in delivering tailored wealth management strategies for high-net-worth families, corporate executives, and entrepreneurs—primarily across Texas and Oklahoma.

    With a career in financial advising that began in 1989, Tim brings decades of experience and a deep understanding of the financial landscape. He is passionate about helping clients navigate complex financial decisions through personalized planning and long-term relationship building.

    Originally from Oklahoma City, Tim is a proud graduate of the University of Oklahoma. After nearly 30 years in Dallas, he returned to his hometown in 2016 to take on a leadership role within UBS.

    Tim and his wife, Jennifer, have three children: Julia, currently in law school; Joe, a college junior; and Jake, a high school junior.

          4801 Gaillardia Parkway
          Suite 100
          Oklahoma City, OK 73142
          deanna.atkinson@ubs.com
          Tim Grantham
          4801 Gaillardia Parkway,Oklahoma City,OK,73142
        • Bill

          Bill Piazza

          First Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • IN
          • MD
          • MI
          • NH
          • NV
          • NY
          • OK
          • PA
          • TX

          Bill Piazza is a First Vice President – Wealth Management and Financial Advisor with UBS Financial Services Inc., based in the firm’s Dallas office at The Crescent. With a client-first philosophy, Bill partners with families to design and implement comprehensive wealth management strategies tailored to their unique goals. His areas of focus include financial planning, banking and liquidity management, and multigenerational wealth transfer.

          As a key member of The Red River Group, Bill provides in-depth analysis, modeling, and portfolio evaluation to help clients make informed decisions and stay on track toward long-term financial success.

          Bill earned his undergraduate degree from Tulane University and holds an MBA with a concentration in finance from the University of Texas at Arlington. He lives in Dallas with his wife, Dr. Lisa Luke, an internal medicine physician at Baylor University Medical Center, and their son, Luke, a student at St. Mark’s School of Texas. Bill is actively involved in the school’s annual fund and is a former chair of the Parish Episcopal School annual fund.

                4801 Gaillardia Parkway
                Suite 100
                Oklahoma City, OK 73142
                bill.piazza@ubs.com
                Bill Piazza
                4801 Gaillardia Parkway,Oklahoma City,OK,73142
              • Patty

                Patricia Wendling

                Authorized Officer

                Team Administrator

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • FL
                • IN
                • KS
                • KY
                • MD
                • MI
                • NC
                • NH
                • NV
                • NY
                • OK
                • PA
                • TN
                • TX
                • WA

                Patty began her career in the financial services industry in 1998 as a Sales Assistant. She holds Series 3, 7, 63, 9, and 10 licenses and currently serves as a Registered Sales Assistant for the Red River Group at UBS Financial Services, Inc.

                With over two decades of experience, Patty is known for her unwavering commitment to exceptional customer service. She takes pride in building lasting client relationships through responsiveness, professionalism, and meticulous attention to detail. Whether assisting with complex transactions or providing day-to-day support, Patty ensures every client interaction is handled with care and precision.

                Originally from Oklahoma City, Patty earned her degree in Business Administration from Southern Nazarene University. She and her husband, Todd, have three wonderful children—Tanner, Lauren, and Gretchen. Outside of work, Patty enjoys playing tennis, cheering on Gretchen at the softball field, and spending time with her beloved dogs, Gigi the Great Dane and Lulu the golden doodle.

                      4801 Gaillardia Parkway
                      Suite 100
                      Oklahoma City, OK 73142
                      patty.wendling@ubs.com
                      Patricia Wendling
                      4801 Gaillardia Parkway,Oklahoma City,OK,73142
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                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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