51 countries
Our global footprint
Well-planned, real-life solutions
We focus on smart financial planning using a process that reflects real life—and the real you. Our conversations start and end with your financial goals and your life situation. And we explain everything in clear terms that help you connect your financial decisions to your objectives. It’s all about you—and it’s never a one-size-fits-all solution.
Life will zigzag in countless ways. We guide individuals, families, corporations and not-for-profit organizations in making their best financial decisions in every situation. Whether you are the head of your governing board or the family you cherish, we’ll be there to help you maintain the path to your goals through every curve and each surprise that life brings.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.
In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.
“We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”
— Don Jackson
Community Involvement:
Education:
Licenses:
With over 27 years of experience Andie is a real asset for The Jackson Group clients. She manages operations for the team including new client onboarding, gathering critical data necessary to establish financial goals, providing investment analytics, and additional complex and technical operational items.
Andie joined UBS in 2000 and has worked with Don Jackson from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.
“I just like helping people. We like finding the right answers. I want people to feel comfortable that we can handle one generation to the next and know that we’ll always be here.”
— Andie Clem
In her spare time, Andie enjoys spending time with her daughter, spoiling her grandson, painting, traveling, and volunteering with numerous organizations in the Tulsa area.
Licenses:
As our teams Business Development Specialist, Cheryl is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group. Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.
Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.
Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.
Education:
Licenses:
Spencer Carlin is the primary point of contact for all client inquires and service-related needs. He handles account openings, asset disbursement along with a variety of administrative responsibilities. Exceptional and personalized service is at the center of everything Spencer does.
“Happy clients are what I focus on every day. Whether it is checking off a “to do” from their task list or researching a more complicated question, helping our clients brings me joy. If I have made our clients day easier, then I have succeeded.”
— Spencer Carlin
Spencer was born in Tulsa and raised in Bixby. He is a graduate from NSU with a bachelor’s degree in business administration. While attending NSU, he enjoyed playing for their baseball team as a pitcher and represented NSU at their first NCAA regional championships.
In his spare time, he enjoys spending time with his fiancé Kayla, watching the Atlanta Braves and Oklahoma Sooners, and playing golf with his friends.
Client Experience Director
Current role and areas of expertise
Stephanie joined UBS in 2017 and she is currently the Client Experience Director for the Midwest market.
As a member of the Client Experience Organization, her mission is to make it easier to do business so our Financial
Advisors and their teams can spend more time with their clients. She partners closely with Market Leadership teams
and internal Client Service Center partners while also acting as an intermediary between the field and key stakeholder
groups to continually refine and optimize service offerings.
Professional history
Stephanie began her career in financial services in 2009. Prior to joining the Client Experience Organization at UBS
WM Americas, she was a Wealth Management Banker for UBS Bank USA focused on providing Financial Advisors and
their clients a variety of banking and lending options that complement a client's overall wealth management objective
permitting UBS Financial Services Inc. to offer, as appropriate, both asset and liability management services to their
clients.
Prior to UBS, her roles included Private Banker for Wells Fargo and Project Manager for both Securities America and
Carson Wealth Management Group which were propelled by her multiple positions held at TD Ameritrade.
Education and personal information
Stephanie holds a BS in Business Management & Analysis from Bellevue University. She also holds several designations
and licenses including the FINRA Series 7, 63, and 66 securities licenses.
Outside of the office, when she's not busy volunteering at her son's school or going to his events, Stephanie enjoys
traveling, trying new restaurants, and volunteering for multiple non-profits throughout the Omaha metro area.
Stephanie resides in Omaha, Ne.
Director
Wealth Planning Strategist
Current role and areas of expertise
Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:
- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
Professional history
Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.
Education and personal information
Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).
Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
WEALTH PLANNING ASSOCIATE
Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.
Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management and Wealth Management which included managing her own book of high net worth clients.
Education and personal information
In Jill’s role as a Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree from The University of Missouri-Columbia.
Outside of the office, Jill enjoys attending sporting events and trying out new restaurants. Jill resides in St. Louis, MO with her husband and three sons.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.
In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.
“We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”
— Don Jackson
Community Involvement:
Education:
Licenses:
With over 27 years of experience Andie is a real asset for The Jackson Group clients. She manages operations for the team including new client onboarding, gathering critical data necessary to establish financial goals, providing investment analytics, and additional complex and technical operational items.
Andie joined UBS in 2000 and has worked with Don Jackson from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.
“I just like helping people. We like finding the right answers. I want people to feel comfortable that we can handle one generation to the next and know that we’ll always be here.”
— Andie Clem
In her spare time, Andie enjoys spending time with her daughter, spoiling her grandson, painting, traveling, and volunteering with numerous organizations in the Tulsa area.
Licenses:
As our teams Business Development Specialist, Cheryl is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group. Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.
Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.
Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.
Education:
Licenses:
Spencer Carlin is the primary point of contact for all client inquires and service-related needs. He handles account openings, asset disbursement along with a variety of administrative responsibilities. Exceptional and personalized service is at the center of everything Spencer does.
“Happy clients are what I focus on every day. Whether it is checking off a “to do” from their task list or researching a more complicated question, helping our clients brings me joy. If I have made our clients day easier, then I have succeeded.”
— Spencer Carlin
Spencer was born in Tulsa and raised in Bixby. He is a graduate from NSU with a bachelor’s degree in business administration. While attending NSU, he enjoyed playing for their baseball team as a pitcher and represented NSU at their first NCAA regional championships.
In his spare time, he enjoys spending time with his fiancé Kayla, watching the Atlanta Braves and Oklahoma Sooners, and playing golf with his friends.
Client Experience Director
Current role and areas of expertise
Stephanie joined UBS in 2017 and she is currently the Client Experience Director for the Midwest market.
As a member of the Client Experience Organization, her mission is to make it easier to do business so our Financial
Advisors and their teams can spend more time with their clients. She partners closely with Market Leadership teams
and internal Client Service Center partners while also acting as an intermediary between the field and key stakeholder
groups to continually refine and optimize service offerings.
Professional history
Stephanie began her career in financial services in 2009. Prior to joining the Client Experience Organization at UBS
WM Americas, she was a Wealth Management Banker for UBS Bank USA focused on providing Financial Advisors and
their clients a variety of banking and lending options that complement a client's overall wealth management objective
permitting UBS Financial Services Inc. to offer, as appropriate, both asset and liability management services to their
clients.
Prior to UBS, her roles included Private Banker for Wells Fargo and Project Manager for both Securities America and
Carson Wealth Management Group which were propelled by her multiple positions held at TD Ameritrade.
Education and personal information
Stephanie holds a BS in Business Management & Analysis from Bellevue University. She also holds several designations
and licenses including the FINRA Series 7, 63, and 66 securities licenses.
Outside of the office, when she's not busy volunteering at her son's school or going to his events, Stephanie enjoys
traveling, trying new restaurants, and volunteering for multiple non-profits throughout the Omaha metro area.
Stephanie resides in Omaha, Ne.
Director
Wealth Planning Strategist
Current role and areas of expertise
Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:
- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
Professional history
Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.
Education and personal information
Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).
Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
WEALTH PLANNING ASSOCIATE
Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.
Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management and Wealth Management which included managing her own book of high net worth clients.
Education and personal information
In Jill’s role as a Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree from The University of Missouri-Columbia.
Outside of the office, Jill enjoys attending sporting events and trying out new restaurants. Jill resides in St. Louis, MO with her husband and three sons.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
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.
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.
Why we believe clients choose us—and stay with us
It’s about leading a richer life—and we’re not just talking dollars and cents. We’re talking about the confidence a well-thought-out financial plan can bring…a flexible plan that supports your goals and lets you respond to life’s changes in the best possible way.
Our process and customized financial planning solutions can help you thrive now and build a lasting legacy
We use a disciplined yet flexible process that lets us fully understand your present and future goals—and the best way to pursue them. Because each financial choice you make can have a ripple effect on different areas of your life, we explore every angle and analyze all potential outcomes.
Discover
Learning about you
Our process begins with a series of conversations that help us understand what drives you, from your personal values and priorities to your professional goals. Once we have a true understanding of who you are and what matters most to you, we work closely with you to establish a fully integrated financial plan to address these crucial areas of your life.
Analyze
Reviewing assets and risk
We review your personal finances and portfolios so we can assess where you stand today and where you have room for improvement. We will talk about risk—specifically, how much is too much when it comes to your strategy.
Plan
Developing your financial plan
After closely analyzing this information, we prepare a comprehensive financial plan tailored to your needs. We will collaborate with your team of professional advisors to ensure that our collective guidance is consistent with your goals.
Implement
Putting your strategy in place
Once our plan is in place, we implement the strategy with a timely and efficient approach. We tap our considerable experience, the expertise of our network of financial professionals and the full range of global resources available at UBS.
Monitor
Communicating, reporting and optimizing
As we monitor your portfolio’s performance, we make adjustments for life changes and economic conditions. With continual and detailed reporting, we keep you informed about all the services provided and compensation received.
Your unique plan and our personalized advice makes all the difference
We put the global resources of UBS to work for you, bringing you timely perspectives, customized investment management and a fully integrated suite of financial solutions. Our focus, discipline, process and experience are supported by the global research capabilities and intellectual capital of UBS. We use our deep knowledge and comprehensive services to help you navigate an unpredictable market and seize new opportunities, protecting and growing all that you’ve worked so hard to build:
Customized portfolio management. We offer a variety of responsive strategies that enable us to build custom portfolios specific to your situation. Serving as your discretionary portfolio manager or by working with select money managers, we offer a broad array of investments that help match your objectives and risk preferences.
Prudent asset allocation. Our comprehensive due diligence and planning process helps to determine your and your family’s goals, growth and income needs, and tolerance for risk. We then craft an asset allocation that supports your financial plan, seeks to lower volatility, and responds to market changes and takes advantage of new investment opportunities.
Open access and focused research. We provide access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused research.
Multigenerational strategies for your family’s wealth. We can work with you across multiple generations to create a dialogue that engages and guides your family members to protect and preserve your legacy. We are positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.
At The Jackson Group, we want our clients to be confident that they have a financial plan to live their dreams, make a difference for their families and weather the unexpected.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
51 countries
Our global footprint
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
$5.9+ trn
UBS Group invested assets
As of 06/30/2024