Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

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.

  • David-Folmnsbee-Profile-Image

    David Folmnsbee

    Senior Vice President–Wealth Management

    Financial Advisor

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    David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.

    • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

    • University of Oklahoma, MBA and JD
      100 Crescent Court
      Dallas, TX 75201
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      Matthew Sharp

      First Vice President–Wealth Management

      Financial Advisor

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      Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • Texas Tech University, BS in Personal Financial Planning
      • Southern Methodist University, MBA in Finance
        100 Crescent Court
        Dallas, TX 75201
      • Frederick Cody Zweifel Photo

        Frederick Cody Zweifel, CFP®

        Senior Wealth Strategy Associate

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        Cody joined UBS in 2015 and joined the Executive Financial Advisors in 2017. Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7 and 66 licenses.

              100 Crescent Court
              Dallas, TX 75201
            • Tyson Rising Profile Photo

              Tyson Rising, CFP®

              Senior Vice President–Wealth Management

              Financial Advisor

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              Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management.  Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration.  In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.

                  816 Highway A1A North
                  Ponte Vedra, FL 32082
                • Todd-Urowsky-Profile-Photo

                  Todd Urowsky

                  Managing Director–Wealth Management

                  Financial Advisor

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                  Todd joined UBS in 2010 after 13 years with Ayco, a Goldman Sachs Company. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School.  

                  When he is not helping his clients achieve their financial goals, Todd and his wife, Amy, spend much of the time nurturing their two boys' passion for athletics by coaching several of their teams. He also enjoys giving back to the community, for the last ten years, Team Urowsky has been the largest fundraising Community Team in the country that participates in the American Heart Association Heart Walk.  Additionally, Todd is an avid golfer and mountain biker. 

                  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
                  • Barron's Top 1,200 Financial Advisors, 2021, 2022
                    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
                  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                  • University of Buffalo, BS in Business Administration
                  • Albany Law School, Juris Doctorate
                    1200 Abernathy Road
                    600 Northpark Town Center
                    Atlanta, GA 30328
                  • Steven Barr Profile Photo

                    Steven R. Barr, CFP®, AWMA®

                    Senior Wealth Strategy Associate

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                    Steven joined UBS Financial Services in 2018. His main focus is educating clients through holistic financial planning. Steven specializes in delivering tailored financial planning solutions to clients in order to help them achieve their short term and long term financial goals. These solutions cover areas such as retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully completed his Certified Financial Planner (CFP®) examination, and has earned the Accredited Wealth Management Advisor (AWMA®) designation as well.

                    In his previous role, Steven partnered with Advisors across the Southeast as a financial consultant to provide higher-level wealth management advice and service to clients.

                    Steven is a graduate of the University of Mississippi where he earned his BBA in Management and his MBA with an emphasis in Finance. He is a golf enthusiast, and expresses his love for the outdoors and education by sitting on the committee of several mission driven organizations

                          3560 Lenox Rd NE
                          28th Floor
                          Atlanta, GA 30326

                        The circular economy: What is it?

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                        Retirement planning

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                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

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