Merrill
47yrs
Top advisor by experience in Oklahoma City
36yrs
Drew Williamson
Financial advisor at UBS Financial Services
Based in Oklahoma City, Oklahoma, Drew Williamson is a fiduciary financial advisor with 36 years of industry experience. Drew has been with UBS Financial Services since 2017; before that, Drew spent nine years at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office4801 Gaillardia Parkway Building C, Suite 100, Oklahoma City, OK 73142
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowUBS Financial Services Inc.Current firm
- 2009 – 2017MerrillPreviously
- Jan 2009 – Feb 2009UBS Financial Services Inc.Previously
- 1991 – 2009MerrillPreviously
Contact Drew
4801 Gaillardia Parkway Building C, Suite 100Oklahoma City, OK 73142Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Drew
Tailored to Drew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Drew
How do I contact Drew?
Call UBS Financial Services at (201) 352-3000 and ask for Drew Williamson. Drew works from the Oklahoma City, OK office.
How long has Drew been a financial advisor?
Drew has been in the industry since 1990, about 36 years. Top 7% by experience nationwide.
What licenses does Drew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Drew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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