Lance Martin - UBS Financial Services Inc.

Donald R. Jackson - UBS Financial Services Inc. is a highly reputable wealth management firm based in Tulsa, OK. Led by Managing Director Don Jackson, the firm offers personalized financial and investment solutions for individuals, families, organizations, endowments, and foundations. With a client-centric approach, Don and his team prioritize understanding each client's unique goals, risk tolerance, and time frame to develop tailored strategies that help them achieve specific financial objectives. Known for his straightforward and approachable style, Don Jackson has been with UBS since 1994 and is recognized as an industry leader. He is committed to making a lasting impact on the Tulsa community, both professionally and personally, by building relationships and engaging in community involvement. With a comprehensive range of services, including financial planning, education planning, retirement planning, and estate planning strategies, Donald R. Jackson - UBS Financial Services Inc. is dedicated to helping clients navigate their financial journeys with confidence.Generated from the website

For over twenty-one years, Stan Johnson Company has been a national commercial real estate investment brokerage firm, specializing in the net lease industry. Based in Tulsa, Okla., the firm provides specialized investment sales and capital market services to assist the clients. The company serves various clients, including office, industrial and retail developers, institutional Real Estate Investment Trust (REIT), pension funds and corporations as well. The company provides services for multiple net lease commercial real estate property types, including the office, industrial, retail and medical sectors. The firm's services include capital markets, investment advisory, corporate sale-leaseback, net lease single asset and portfolio sales and exchange.

Patrick Fitzgerald is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Tulsa, OK. With over a decade of experience in the financial industry, Patrick is a CERTIFIED FINANCIAL PLANNER (CFP) and a Certified Investment Management Analyst (CIMA). He is known for his expertise in asset allocation, investment manager analysis, and financial planning. Patrick and his team work closely with clients to understand their priorities and concerns, helping them create comprehensive financial plans and customized investment strategies to pursue their life goals. Patrick's approach focuses on three key dimensions of financial life: liquidity for short-term expenses, longevity for longer-term needs, and legacy for future generations. He offers guidance on cash flow management, insurance solutions, estate planning strategies, and tax and legal structures. Patrick's dedication to his clients' financial well-being has earned him recognition as one of Forbes' Best-in-State Wealth Advisors in 2021, 2022, and 2023. With a Bachelor of Science Degree in Business Administration from the University of Connecticut, Patrick is committed to helping individuals and families plan for a secure and prosperous future.Generated from the website