Tulsa, OK South Yale Avenue Office

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and 45 years of industry experience. He has been with UBS since 2009. He serves on the board of The First Tee of Tulsa, a nonprofit organization focused on youth development through golf. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations in its advisory approach.

Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Spencer Carlin is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Compass Pointe Financial, Cherokee Nation, Tradehome Shoes, and Bixby Public Schools. He is involved with World Baseball Outreach, providing baseball lessons to inner-city children and at-risk youth in Tulsa. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Lance Martin is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice through a network of advisors using proprietary research and model-based asset allocations.

J Johnson III is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves on the board of directors for Southern Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher L Derr is a financial advisor with UBS Financial Services in Tulsa, OK. He holds Series 63 and Series 65 designations and has 42 years of industry experience, all with UBS since 1984. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Timothy Grantham is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at RBC Capital Markets for nine years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.