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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Thomas Barber

    Thomas Barber

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • ID
    • IL
    • KS
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • OR
    • SC
    • TX
    • UT
    • VA
    • WI

    I began my career in one of the equity market's most tumultuous years (2000) on record, - and over the past 21 years I have helped clients manage their wealth throughout good times and bad.  I joined UBS in 2011 after 11 years at Wells Fargo.  With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding and total financial management.  I am FINRA registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident, health insurance and annuities, I also am RICP® certified (Retirement Income Certified Professional).  My bachelor's degree in Finance is from the University of Wisconsin-River Falls.  My wife and I live with our daughters in Hudson, WI.  I enjoy Snow Skiing, hiking and spending time outdoors along with many different sports.

      • University of Wisconsin-River Falls, Bachelor's degree in Finance
      • Retirement Income Certified Professional
      8500 Normandale Lake Boulevard
      Suite 210
      Bloomington, MN 55437
      thomas.j.barber@ubs.com
      Thomas Barber
      8500 Normandale Lake Boulevard,Bloomington,MN,55437
    • Edward Folisi

      Edward Folisi

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • IA
      • ID
      • IL
      • KS
      • MI
      • MN
      • MT
      • NC
      • NJ
      • NV
      • OH
      • OR
      • SC
      • TX
      • VA
      • WA
      • WI

      With over 32 years in the financial service industry, I have partnered with my clients through 10 market corrections and two recessions.  Prior to becoming a Financial Advisor I owned and operated a successful small business, giving me firsthand knowledge of the challenges my clients (many of whom are small business owners), face.  I joined UBS in 2011 after stints with both Wells Fargo and Morgan Stanley.  I am FINRA registered and hold Series 7, 63 and 65 securities licenses as licenses for life, accident, health insurance and annuities.  I actively volunteer for several charitable organizations.  I have a passion for mentoring area youth in both baseball and basketball.  I enjoy traveling the world with my wife and family which includes our 2 children, Jordan and Brittney.  We are residents of Eden Prairie, MN.   Finally I have been humbled by all the wonderful friendships formed during my 32 year career.  It has truly been a rewarding journey.

            8500 Normandale Lake Boulevard
            Suite 210
            Bloomington, MN 55437
            edward.j.folisi@ubs.com
            Edward Folisi
            8500 Normandale Lake Boulevard,Bloomington,MN,55437

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