Insight-based advice

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Oklahoma, MBA and JD
100 Crescent Court
Dallas, TX 75201

david.folmnsbee@ubs.com

David Folmnsbee

100 Crescent Court,Dallas,TX,75201
Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August 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

matthew.sharp@ubs.com

Matthew Sharp

100 Crescent Court,Dallas,TX,75201
Frederick Cody Zweifel, CFP®

Financial Advisor
View bio
- AZ
- CA
- FL
- IA
- IL
- IN
- KS
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- TX
- UT
- VA
- WA
- WV
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

frederick.zweifel@ubs.com

Frederick Cody Zweifel, CFP®

100 Crescent Court,Dallas,TX,75201
Tyson Rising, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 .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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

tyson.rising@ubs.com

Tyson Rising, CFP®

816 Highway A1A North,Ponte Vedra,FL,32082
Todd Urowsky

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
  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, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

todd.urowsky@ubs.com

Todd Urowsky

1200 Abernathy Road,Atlanta,GA,30328
Steven R. Barr, CFP®, AWMA®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- FL
- GA
- IA
- ME
- NC
- OK
- SC
- TN
- TX
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

steven.barr@ubs.com

Steven R. Barr, CFP®, AWMA®

3560 Lenox Rd NE,Atlanta,GA,30326

David Folmnsbee

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Oklahoma, MBA and JD
100 Crescent Court
Dallas, TX 75201

david.folmnsbee@ubs.com

David Folmnsbee

100 Crescent Court,Dallas,TX,75201
Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August 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

matthew.sharp@ubs.com

Matthew Sharp

100 Crescent Court,Dallas,TX,75201
Frederick Cody Zweifel, CFP®

Financial Advisor
View bio
- AZ
- CA
- FL
- IA
- IL
- IN
- KS
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- TX
- UT
- VA
- WA
- WV
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

frederick.zweifel@ubs.com

Frederick Cody Zweifel, CFP®

100 Crescent Court,Dallas,TX,75201
Tyson Rising, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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 .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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

tyson.rising@ubs.com

Tyson Rising, CFP®

816 Highway A1A North,Ponte Vedra,FL,32082
Todd Urowsky

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
  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, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

todd.urowsky@ubs.com

Todd Urowsky

1200 Abernathy Road,Atlanta,GA,30328
Steven R. Barr, CFP®, AWMA®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- FL
- GA
- IA
- ME
- NC
- OK
- SC
- TN
- TX
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

steven.barr@ubs.com

Steven R. Barr, CFP®, AWMA®

3560 Lenox Rd NE,Atlanta,GA,30326

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

David Folmnsbee

Matthew Sharp

Frederick Cody Zweifel, CFP®

Tyson Rising, CFP®

Todd Urowsky

Steven R. Barr, CFP®, AWMA®