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
    • KY
    • MI
    • NC
    • NJ
    • NY
    • OK
    • TX
    • VA
    • WI

          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
          • KY
          • MI
          • NC
          • NJ
          • NY
          • OK
          • TX
          • VA
          • WI

                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
                • WI

                      6120 South Yale Avenue
                      Suite 1800
                      Tulsa, OK 74136

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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