A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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    Christopher Fisher

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • KS
    • KY
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OK
    • TX
    • VA

          6120 South Yale Avenue
          Suite 1800
          Tulsa, OK 74136
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          Norman Fisher

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • IL
          • KS
          • KY
          • MI
          • MO
          • NC
          • NJ
          • NY
          • OK
          • TX
          • VA

                6120 South Yale Avenue
                Suite 1800
                Tulsa, OK 74136
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                Kerri Musgrove

                Senior Client Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IL
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MO
                • MS
                • NC
                • NJ
                • NM
                • NY
                • OH
                • OK
                • OR
                • PA
                • TN
                • TX
                • UT
                • VA
                • WA

                      6120 South Yale Avenue
                      Suite 1800
                      Tulsa, OK 74136

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager