Understanding Comes from experience

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

Patrick F. Fitzgerald, CFP®, CIMA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
918-712-3170

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Prior to joining UBS Financial Services in January 2009, Pat was with Merrill Lynch Wealth Management. Pat is a native Tulsan who lived in Connecticut for several years and is a graduate of the University of Connecticut. Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst(CIMA®). Pat and his wife, Monique, have two children and two grandsons in the Tulsa area. Pat is well known for his knowledge of asset allocation, investment manager analysis and understanding of financial planning.


Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, KS, MD, MI, MO, NC, NM, NV, OK, RI, SC, TN, TX, WA, WY

Michael G. Miller

First Vice President - Wealth Management
918-712-3159

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An investment professional in the financial services industry since 1998, Mike focuses on wealth building strategies and has helped manage his client's wealth through good times and bad.  Mike began his career with Paine Webber which was acquired by UBS in 2000.  Mike is a graduate of the University of Notre Dame where he earned his degree in Business Administration while majoring in Finance.  Mike and his wife Cara live in Tulsa where they are raising their three children.


Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, KS, MD, MI, MO, NC, NM, NV, OK, RI, SC, TN, TX, WA, WY